港股异动 | 华电国际(01071)跌超5% 公司一季度累计完成发电量5616万兆瓦时 同比下降约0.19%
华电国际(01071)跌超5%，截止发稿跌5.19%，报4.2港元，成交额8643万港元。
消息面上，公司昨日发布公告，截至2024年3月31日，该集团按照中国会计准则财务报告合并口径计算的2024年第一季度累计完成发电量5616万兆瓦时，较上年同期下降约0.19%;完成上网电量5248万兆瓦时，较上年同期下降约0.30%。2024年第一季度，集团的平均上网电价约为人民币509.31元/兆瓦时。
长城证券表示，上游煤价处于近年低位并保持下行趋势，降低火电企业的发电成本;下游电价传导具有滞后性，电价水平预期仍具备较高上浮空间，一季度业绩盈利确定性增强。海通国际则指出，火电低盈利且低估值，该行预计2024年股息率不少或可到6%以上，港股或可超10%。海外电力龙头PE普遍在20倍左右，国内火电投资机会明显。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.
FOLLOWME Trading Community Website: https://www.followme.com
Hot
No comment on record. Start new comment.