【3 月 25 日,交银国际发布研究报告称中国电力相关情况】中国电力去年纯利低于预期,原因在于经营费用和少股东权益高于预期,且去年下半年风/光装机进度稍逊。公司分红比率为 60%,符合去年管理层指引。展望十五五期间,中国电力管理层设定整体装机规模目标超 100 吉瓦,其中水电装机目标增加 20 吉瓦,其余新增装机主要为海风、陆风+光电、火电分别增加 10、30、10 吉瓦。交银国际预期,中国电力...
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