《大行報告》大和:中國電力(02380.HK)去年核心純利遜預期 評級「跑贏大市」
大和發表研究報告,指中國電力(02380.HK)發盈喜,預期去年純利介乎23億至27億元人民幣(包括非經常性項目),主要由於期內風力發電收入及經營利潤超預期;出售新源融合股權收益6.5億元人民幣;關聯交易收購錄得收益15億元人民幣。
該行認為,中國電力在調整約22億元人民幣的非經常性收益後,去年核心純利料達介乎2億至6億元人民幣,惟低過該行預期的17億元人民幣。該行料公司去年下半年虧損約3億至7億元人民幣,而上半年錄得盈利9億元人民幣;與2021年下半年的核心虧損28億元人民幣相比,盈利狀況有所改善。
此外,該行重申對中國電力「跑贏大市」評級,目標價4.1元。
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