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《大行報告》中金:華能(00902.HK)火電業務目前燃料成本水平仍未實現盈利 料今年淨虧損逾42億人幣
阿思達克 10-28 14:47
中金發表報告指,華能(00902.HK)第三季營業收入按年升34%至670.84億元人民幣(下同),歸母淨虧損 9.34億元,按年和按季比較都有明顯改善。公司首三季歸母淨虧損39.42億元,去年同期盈利10.47億 元。火電業務第三季大幅減虧,但當前燃料成本水平仍未實現盈利。 中金指,由於煤炭供應緊張,預計第四季降幅有限、現貨煤價高位震蕩預期較強,下調全年至淨虧損 42.1億元,前值盈利為16.3億元,同步下調明年淨利潤12%至106.1億元。基於明年火電扭虧和新能源恢復高增預期。 該行維持華能H股「跑贏行業」評級和目標價4.9港元,對應2023年市盈率6.2倍。
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