《大行》花旗降中廣核電力(01816.HK)評級至「沽售」 目標價下調至2.6元
花旗發表研究報告指,指中廣核電力(01816.HK)中期盈利遜預期,並降投資評級,由原先「中性」降至「沽售」,其預測今年3.5%股息率亦不吸引,目標價由原先2.7元降至2.6元。該行指公司過去三個月股價累漲約14%,受更多核電廠投資相關情緒推動,惟與公司無關;預計因上網電價削減及鈾燃料單位成本上升的不利影響,未來利潤率將下降。
花旗又將中廣核電力2025至27年淨利潤預測下調10%至11%,反映電價預測獲下調及核燃料成本預測獲上調。花旗預計,隨着廣東市場化銷售比例增加,中廣核電力的平均電價在今年下半年至明年將持續下降。
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