美银证券下调龙源电力目标价至5港元

同花顺09-01

美银证券发布研报称，龙源电力（HK0916）（00916.HK）第二季业绩逊预期，业绩简报后，清楚反映电价跌幅收窄并不代表盈利已见拐点，尤其是风电（885641）及太阳能资产的利用率在全行业似乎进一步恶化。虽然部分受弱风资源拖累，而龙源7月风电（885641）发电量仍同比下跌6%，显示弱风情况尚未扭转，该行认为限电问题短期内亦难快速改善。随着产能持续扩张，营运成本上升正进一步对利润率及现金流构成...

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