小摩：内地电力股仍有上升空间首选华润电力(00836)

智通财经网2023-05-30

智通财经APP获悉，小摩发布研究报告称，昨日(5月29日)内地电力公司股价上升7%以上，因消息称内地动力煤全面跌穿每吨900元人民币关口，是近两年最低水平。再加上库存增加和进口煤炭价格退潮，可能增加投资者对今年电力公司盈利强劲反弹的信心。报告中称，即使今年以来内地电力股已升超过25%，但该行认为有上升空间。催化剂包括强劲的上半年盈利表现和夏季利用率回升，首选是华润电力(00836) ，因为估值具...

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小摩：内地电力股仍有上升空间 首选华润电力(00836)

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小摩：内地电力股仍有上升空间首选华润电力(00836)