《大行報告》匯豐研究下調中廣核電力(01816.HK)目標價至2.5元 評級「買入」
匯豐發表評級報告指,中廣核電力(01816.HK)今年首九個月盈利按年增1%至88億元人民幣,不包括一次性的核心利潤則按年跌1%,稍微落後於該行預測;該行重申,中廣核電力應繼續受益於市場交易下更高、更靈活的電價,隨着大規模的停電事故結束、臺山1號機組從事故中恢復運行、以及作爲公司業務集中地的華南/華東地區電力供需平衡,料公司明年發電量有望恢復。
該行指,中廣核作爲內地最大核電營運商,應在結構上優先享受有關煤電調度,而內地政府近期加大對核電發展的關注力度;該行表示,將公司在2022年至24年盈利預測下調介乎約4%至5%,並將其目標價由2.7元下調至2.5元,維持其評級爲「買入」。
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