China Power International Dev - Stock Analyst Research
Target Price* | HKD 3.46 |
Recommendation | ACCUMULATE› ACCUMULATE |
Market Cap* | 377.29 |
Publication Date | 9 Nov 2023 |
*At the time of publication
中國電力 (2380.HK) 集團大力發展清潔能源 關注集團光伏、風電重點專案 中國 |公用事業|
公司簡介
中國電力(2380.HK)是國家電投的核心子公司,主要業務涉及水力發電、風力發電、光
伏發電、燃煤發電、天然氣發電、環保發電、儲能、綠電交通及彩色光伏等。集團於
全國多地設有發電廠。近年來公司致力於加速清潔能源轉型,積極收購多個清潔能源
專案的同時出售原有部分煤電業務股權。
公司業績點評
公司 2023 年上半年收入為 213.2 億元(人民幣,下同),同比增加 4.98%。經營成本為
176 億元,同比上漲 4.35%。經營利潤為 44.8 億元,同比增長 11.50%。每股基本盈
利為 0.14 元。股東應佔利潤為 16.8 億元,同比增加 114.36%,得益於公司積極自主
開發及收購優質清潔能源,受益于火電同比大幅扭虧為盈,同時風電、光伏發電產
能、產量及收入增長可觀,有效抵消了上半年由於降雨量下降水電銷售不足造成的影
響。
About the author

Margaret Li
Analyst
Research
本科主修市場行銷和英語,並於香港浸會大學獲得經濟學碩士學位。現為輝立証券持牌分析師,主要負責能源和公用事業等板塊的研究。曾在大型銀行、券商和資產管理公司工作,對於期貨和大宗商品衍生品領域擁有銷售、研究分析和市場推廣等工作經驗。 Margaret, a holder of a Bachelor`s degree in Marketing and English and a Master`s degree in Applied Economics from Hong Kong Baptist University, is currently employed as a licensed analyst at Phillip Securities. She specializes in conducting research focusing on the energy and utilities sectors. Prior to her current position, Margaret gained valuable work experience in a large bank, securities firm, and asset management companies. Her expertise lies in sales, research analysis, and marketing within the fields of futures and commodities derivatives.
About the author

Margaret Li
Analyst
Research
本科主修市場行銷和英語,並於香港浸會大學獲得經濟學碩士學位。現為輝立証券持牌分析師,主要負責能源和公用事業等板塊的研究。曾在大型銀行、券商和資產管理公司工作,對於期貨和大宗商品衍生品領域擁有銷售、研究分析和市場推廣等工作經驗。 Margaret, a holder of a Bachelor`s degree in Marketing and English and a Master`s degree in Applied Economics from Hong Kong Baptist University, is currently employed as a licensed analyst at Phillip Securities. She specializes in conducting research focusing on the energy and utilities sectors. Prior to her current position, Margaret gained valuable work experience in a large bank, securities firm, and asset management companies. Her expertise lies in sales, research analysis, and marketing within the fields of futures and commodities derivatives.