韩国电力公司最新财报或带来惊喜!业内分析指出,受益于燃料采购成本显著下降,这家韩国国有电力巨头第二季度运营利润有望突破市场预期。据测算,4-6月期间公司营业利润或达2.7万亿韩元,较彭博行业共识预测的2.4万亿韩元高出12.5%。
更值得关注的是,基于燃料价格持续走低的趋势,研究机构已将韩国电力2025年每股收益预期大幅上调25%。当前宏观环境正形成三重利好共振:国际原油价格持续下行、韩元汇率走强、央行降息预期升温,这些关键因素有望在未来数月持续改善企业盈利空间。
随着能源成本结构优化与宏观政策东风叠加,这家占据韩国电力市场主导地位的国企,正迎来业绩弹性释放的新周期。市场密切关注其成本管控成效能否转化为持续的超预期表现。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.