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《大行報告》摩通:內地電力股次季盈利反彈 首選潤電(00836.HK)及中國電力(02380.HK)
摩根大通發表研究報告指,行業數據顯示華南地區用電負荷已創歷史新高,有報道指四川已再宣布限電措施,考慮到近期煤炭價格仍然較低,預期在利用率提升及點火價差下,近期的熱浪對電力公用事業股受惠,重申對該行業的正面看法,預期上半年盈利表現強勁,而且今年夏季利用率將較高。 摩通指出,四家內地電力公司已預告上半年盈利顯著反彈,意味著次季盈利有理想表現,行業首選為華潤電力(00836.HK)及中國電力(02380.HK);憧憬華能國電(00902.HK)可能會於本周發布盈喜公告,預期上半年盈利或超過40億元人民幣,料盈喜潮可提振行業氣氛。
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