研報掘金|國信證券(香港):維持中國電力“買入”評級 目標價5.5港元
國信證券(香港)發佈研究報吿稱,維持中國電力“買入”評級,預計2023-25年營業收入為462.28/533.83/627.07億元,歸屬於普通股股東淨利潤41.35/63.51/82.7億元,每股收益分別為0.33/0.51/0.67元,目標價5.5港元。公司23H1實現營收213.17億元(同比+4.98%),歸屬於母公司普通股東所有者的淨利潤16.8億元(同比+114.36%),近年來大力轉型發展以風電、光伏為主的清潔能源業務以取得明顯成效。該行預計,到2023年末,公司合併裝機容量將達約45.19GW,其中清潔能源達到34.11GW(風電、光伏約27.4GW),清潔能源裝機佔比或將超過75%。
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