绿色动力:收购项目强化协同,维持业绩预测与评级

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Jan 26

【1月26日东吴点评绿色动力:收购项目强化协同,分红与ROE提升逻辑不改】1月26日,东吴点评称,绿色动力审议通过新密项目收购,强化了区位协同。其提分红、提ROE逻辑未变,国补回收加速,资本开支和财务费用下降,高分红可持续且有提升空间。 该公司是固废板块提分红、提ROE逻辑兑现典范。随着国补回收加速、资本开支下降,自由现金流增厚,分红仍有提升潜力。公司积极拓展供热、降本控费,业绩和ROE双升,还...

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