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大行評級丨大和:看好中國核電業,升中廣核電力至跑贏大市
大和發表報告,中國電力行業中最看好核電,當中中廣核電力(1816.HK)有望受惠,上調評級至“跑贏大市”。報告指出,內地核電業前景正面,尤其下半年大有機會推出新一輪核電項目,尤其看好中廣核電力會受惠多項政策支持,因此將評級從“持有”調高至“跑贏大市”,目標價由2.6港元升至3.3港元。該行也看好火電股,因企業盈利平穩上升,當中華能國際電力(0902.HK)盈利增長能力最好,估計上季淨利潤增19%,續予“跑贏大市”評級。另一方面,華潤電力(0836.HK)分拆再生能源業務雖然有助提升估值,但已反映利好因素,因此續予“持有”評級。
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