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瑞银：料内地电力板块方兴未艾 首选华润电力和龙源电力

UBS: it is expected that the mainland power plate is in the ascendant, the first choice is China Resources Power Holdings and China Longyuan Power Group Corporation.

Moomoo 24/7 ·  Jan 4, 2023 04:23

According to a research report issued by UBS, the share prices of mainland thermal and renewable energy operators have risen 7.2% to 17% in the past few trading days, and it is believed that the industry may continue to be revalued under the impetus of multiple positive catalysts, leading to profit margin expansion and increased sales in 2023. The bank preferred China Resources Power Holdings and China Longyuan Power Group Corporation. The bank's 2023 earnings forecasts for Rundian and Longyuan are 8.1% and 13.4% higher than market expectations, respectively, and believe that based on the obviously unsatisfactory performance of the stock price in 2022, the stock price rebound is likely to continue. The bank is bullish on China Resources Power Holdings because of the quality of its project, with a target price of HK $19; Longyuan, a leading renewable energy operator, with a target price of HK $16; and Xinyi Energy, which has a target price of HK $3.50, with a buy rating for all three shares.

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