港股異動丨中廣核電力升近5%,Q1淨利同比增3.4%
處於強勢上升通道中的中廣核電力(1816.HK)今日盤中繼續上升,一度升近5%至2.77港元;該股目前價位整體處於2015年7月以來的新高水平。公司日前發佈業績顯示,Q1營業收入192億元,同比+4.9%,主要是對惠州、蒼南等在建核電項目的建築安裝及工程設計業務量增加;歸母淨利潤36億元,同比+3.4%,受電量、電價及研發進度等綜合因素的影響;中金稱中廣核電力Q1業績符合預期。另外,民生證券最新研報對H股中國廣核(003816.SZ)給出增持評級,認為其目標價位為4.60元。民生證券稱,短期內看,年內公司預計有兩台機組貢獻增量;長期來看核電具備高確定性成長屬性。維持對公司的盈利預測,預計24/25/26年EPS分別為0.23/0.24元/0.26元,對應4月24日收盤價PE分別為18.2/17.5/16.6倍,參考可比公司估值,給予公司24年20.0倍PE估值,目標價4.60元/股。

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