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大行評級|花旗:上調中廣核電力和金風科技目標價 產業改革料成催化劑

花旗的研究報吿指,國家主席習近平上月底在山東主持召開了企業和行業專家會議,討論了加深內地電力行業改革的相關問題。根據該行最近與內地發改委、中國電力企業聯合會和內地獨立發電廠進行的盡職調查,認為改革可能會在7月舉行的三中全會上公佈,其中將包括鼓勵更多可再生能源的使用,將引發更多電網投資、更多利用市場機制定價,將引導更多太陽能和風能的使用,並將可變成本降到最低,以及提高國有企業的效率,儘管該行認為並不容易,因為未來可再生能源的電價會降低。

該行予平高電氣、許繼電氣、思源電氣、中廣核電力和龍源電力“買入”評級。花旗還將金風科技的目標價由3.65港元上調至4.3港元,將中廣核電力的目標價由3港元上調至3.6港元。

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