研报掘金丨中金：信义能源中期业绩受压，目标价降至1港元

格隆汇08-03

中金发表研报指，信义能源中期业绩受压，营业收入及纯利均录得双位数跌幅，逊于该行预期，主要受到限电率提升及综合电价下行影响。该行指，信义能源今年上半年购新西兰公司87.8%股权，预期可推动可再生能源业务发展，另外此前中标的马来西亚100兆瓦项目预计于今年内并网。中金认为海外项目建设周期较长，但项目收益率具吸引力，憧憬信义能源可发挥国内营运经验及成本优势。考虑到行业限电压力仍然持续，中金将信义能源...

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