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大行評級|大摩:下調華潤電力目標價至22.5港元 上調華能國際電力目標價至5港元
格隆匯 03-13 10:31

摩根士丹利發表研究報告指,自2024年10月以來,中國獨立電力生產商股票評級下降,主要是擔憂電價年度下降及板塊輪動。該行相信,上述跌勢已反映於現有價格上,並相信今年中國煤炭獨立電力生產商電價的不確定因素有限。

該行預計,華潤電力今年煤電電價將較同業受到更大影響,主要是江蘇、廣東和廣西的業務敞口較大。該行指,將華潤電力目標價由22.6港元下調至22.5港元,評級爲“增持”;同時將華能國際電力目標價由4.25港元上調至5港元,評級爲“與大市同步”。

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