背靠华润集团，火电资产优质，运营管理能力较强；在运风电具备差异化竞争优势，十四五新能源装机增量可观；分拆华润新能源赴A上市，缓解资本开支压力。首次覆盖，给予“增持”投资评级。公司为华润集团旗下唯一电力平台，近年来新能源装机快速增长。截至2024年底，公司合计权益装机容量为72.43GW，其中火电/风电/光伏/水电占比分别为53%/33%/13%1%。2024年公司营业收入达到1052.84亿港元，...
Source Link背靠华润集团，火电资产优质，运营管理能力较强；在运风电具备差异化竞争优势，十四五新能源装机增量可观；分拆华润新能源赴A上市，缓解资本开支压力。首次覆盖，给予“增持”投资评级。公司为华润集团旗下唯一电力平台，近年来新能源装机快速增长。截至2024年底，公司合计权益装机容量为72.43GW，其中火电/风电/光伏/水电占比分别为53%/33%/13%1%。2024年公司营业收入达到1052.84亿港元，...
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