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《大行報告》花旗:中國電力(02380.HK)獲母企注入大量清潔能源資產 評級「買入」
花旗發表研究報告指出,中國電力(02380.HK)擬向母公司國家電投收購9,268.3兆瓦的清潔能源發電業務,涉資約107.85億元人民幣。 該行認爲交易對中國電力正面,因爲將有利於實現公司2025年清潔能源產能結構佔比90%的首要目標,溢價收購似乎合理,回報前景改善,預計公司淨利潤目標在今年按年增長30%至50%。此外,公司改善營運現金流,控制負債,並降低財務成本,以及獲母企強力支持。 花旗重申對中國電力的「買入」評級,看好其於2023至2025財年的清潔能源產能增長強勁。目標價4元。
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