转自:新华财经
新华财经北京7月17日电 华泰证券研报称,2025年上半年新增煤电核准同比增长152%,全年超60GW概率较大。火电盈利能力的不断修复与容量电价持续推进,有效保障了业主投资的积极性和订单的执行。当前电气公司估值或反映了市场担忧2028年起公司盈利难以实现稳定增长,华泰证券判断煤电2025—2030年或迎来高水平核准,且通过对三大电气公司利润结构的拆解,华泰证券认为其盈利结构也在持续优化,结合强劲的资产负债表,未来发电设备制造业估值有望修复。
编辑:刘铭
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