方正证券:大唐发电火电盈利明显修复,维持“强烈推荐”评级

智通财经
03 Jun

方正证券 研报指出, 大唐发电 是中国最大的独立发电公司之一,在香港、伦敦和上海三地上市。公司发电业务包含火电、 水电 、风电、光伏等,其中火电是公司最主要的营收来源,占公司总营收的比例接近90%。2024年和2025年Q1,受煤价下行带来的燃料成本下降影响,公司煤电业务盈利持续修复,带动公司归母净利润分别同比增长230.09%和68.12%。公司是京津唐电网最大的独立发电公司,近年来公司燃煤...

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