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大行評級|交銀國際:下調中國電力目標價至3.72港元 下調2025年盈利預測
格隆匯 03-07 14:12
交銀國際發表報吿指,中國電力將於3月21日公佈2024全年業績,因風電及光伏發電量略低於預期,該行下調2024年盈利預測9.5%至40.7億元,按年上升53%。報吿指,考慮2025年火電長協電價預期的變動及風光項目利用率調整,下調2025年盈利預測22.2%。該行將對其目標價由4.56港元下調至3.72港元,雖然盈利預測有所下調,但公司2024/25年超過7%的股息率仍具吸引力,維持“買入”評級。
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