中金：维持中广核电力(01816)“跑赢大市”评级 目标价升至2.6港元
中金发布报告称，维持中广核电力(01816)“跑赢大市”评级，由于去年第四季发电量逊预期，因此将其去年盈利预测下调8.9%至109亿元人民币，另维持对公司今年盈利预测不变，估计明年盈利可达140亿元人民币，目标价上调10%至2.6港元，可见盈利及派息增长乐观，回报稳定，加上核电项目获批提升估值，估值吸引力不断增强。
报告中称，去年集团营运管理的核电机组总发电量同比增长8.03%至2,283亿千瓦时，总上网电量增长7.95%至2,141亿千瓦时。该行认为，内地在去年最后一个工作日(2023年12月29日)批准新建核电机组，表明内地对核电作为清洁基荷电力来源的价值的认可，预期中广核电力将继续发展成为领先的营运商。目前，公司有11个机组已获批准并在建，该行预期未来五年每年可有1至2台机组投入运作。另外，公司计划在今年首季进行7次换料大修，相对于去年首季为6次。
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