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Author

陳招富先生 (Anthony Chan)
經理

現任職輝立經理,樂意與客戶研究買賣策略。歡迎各位來電交流心得
Phone:
22776655

中國廣核新能源控股有限公司 (1811)

Friday, December 2, 2022 Views6021

中國廣核新能源控股有限公司 (01811)

公司簡介

中國廣核新能源控股有限公司主要從事經營發電廠。(韓國的電廠分部從事生產及供應電力, 中國的電廠分部從事生產及供應電力, 管理公司分部從事向中廣核及其附屬公司營運的電廠提供管理服務)

公司業績概述

2022 年上半年,公司實現營收11.3億,同比2021半年報上升42%,淨利潤1.93億美元,EBITDA 19.1 億美元,同比2021半年報上升45%,每股收益 0.04美元。
截至2022年10月31日止10個月,集團今年累計完成發電量15,745.2吉瓦時,較2021年同比增加4.4%。其中,內地的風電項目增加23.5%,太陽能項目增加6.1%,熱電聯產及燃氣項目減少12.3%,水電項目減少32.4%及韓國項目減少9.8%。
 

潛在風險
1.疫情因素影響
2.運營商成本精細化管理力度不及預期

筆者建議可以在2.58 EMA 13天平均線附近買入,止蝕價2.48。目標價3.04元。

註:本人陳招富為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益。

 

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