大行評級|大華繼顯:下調龍源電力目標價至6.5港元 維持“買入”評級
大華繼顯發表報吿指,龍源電力去年盈利62億元,按年增長26.5%,低於預期。受風電和光伏電價各下降4.9%和23.6%,以及產能擴張緩慢拖累,收入按年下降5.6%至376.38億元。在風電利用率提高至2,346小時的支持下,經調整EBITDA利潤率提升4.5個百分點至62.3%。去年收取的可再生能源補貼減至63億,按年減少70%。該行維持“買入”評級,目標價則由7.9港元下調至6.5港元。
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