《大行報告》匯豐研究上調中廣核電力(01816.HK)目標價至2.6元 評級「買人」
匯豐研究發表報告指,中廣核電力(01816.HK)首季經常性淨利潤按年增長24%,達到34.8億元人民幣,勝該行預期,相信主要是受到需求復甦、台山機組利用率提高、市場交易平均電價提升、財務費用減少以及增值稅退稅增加等綜合因素影響。
該行認為,可再生能源行業快速增長,供應仍然不穩定,加上地緣政治局勢緊張,能源安全仍是當局關注重點,在此背景下中廣核的核項目加快審批,加上電力市場的持續自由化,核電作為煤炭的無排放替代品可滿足基本負荷需求,並享有優先調度權,因此預期公司基本面將持續向好。
匯豐研究維持對中廣核電力的「買入」評級,目標價從2.5元上調至2.6元,並將今明兩年盈利預測上調6%至8%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.