研报掘金丨东北证券:维持华电国际“买入”评级,长期投资价值显著

格隆汇
15 Apr

东北证券研报指出,华电国际(600027.SH)盈利修复,持续分红。考虑到每股股利仍有提升空间,长期投资价值显著。此外,公司拟收购控股股东发电资产,资产规模及每股收益有望提升。目前现货煤价已低于长协煤价,距离国家发改委设定煤价合理区间下限550 元/吨尚有超过100 元/吨,煤价回落预计将为公司带来较大的业绩弹性。虽然华电新能或由于风况不佳等因素业绩同比下降,但考虑到福城矿业计提导致的低基数,今年...

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