智通财经APP获悉，大唐发电(00991)涨近5%，截至发稿，涨4.94%，报2.55港元，成交额7040.52万港元。
消息面上，近日，大唐发电公布2025年前三季度业绩。华源证券指出，前三季度大唐发电实现营收893亿元，同比下降1.82%；归母净利润67.12亿元，同比增长51.48%。单三季度实现营收322亿元，同比下降1.62%；归母净利润21.33亿元，同比增长61.18%。该行认为，公司三季度业绩超出市场预期。
华源证券续指，公司三季报信息量较少，从利润表看，公司单三季度利润总额同比增量14.29亿元，同比增长52.3%；利润增量主要由营业成本下降29.31亿元贡献，另外资产减值损失12.06亿元抵消成本下降释放的业绩。参考行业趋势，预计公司营业成本下降主要系煤价下降。值得注意的是，公司在三季度对大量电厂资产审查，累计资产减值损失12.06亿元。该行认为，三季度的大额资产减值(审查)，或为四季度经营业绩减轻压力。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.