《大行報告》美銀證券下調龍源電力(00916.HK)目標價15.3元 評級「買入」
美銀證券發表報告指,龍源電力(00916.HK)今年上半年純利優於預期,按年增長19%至50億元人民幣,達該行及市場今年盈利預測分別68%及63%。
該行表示,集團盈利增長主要受惠於風電利用率按年上升8.4%,推動風電經營利潤按年增加3.6億元人民幣;在太陽能發電量增長96%下,令該業務經營利潤上升9,000萬元人民幣;及財務成本按年減少11%。
不過,該行稱龍源上半年的風電及太陽能電價分別按年下跌3.5%及25%,主因更多平價上網項目及更高的市場化售電量。美銀下調龍源電力今年盈利預測2.7%,明年則升2.6%,股份目標價由17.3元降至15.3元,評級維持「買入」。
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.