《大行》华泰证券升兖矿能源(01171.HK)目标价至22.46元 外延内生并举支撑长期成长性

阿斯达克财经
May 04

华泰证券报告指,兖矿能源(01171.HK) 今年首季实现营收345.89亿元人民币(下同),按年增长1.83%,归母净利39.55亿元,按年增42.14%,符合预期。但若不考虑出售内蒙古鄂尔多斯新泰煤炭公司的贡献,扣非净利10.60亿元,按年跌64.14%,逊预期。展望2026年,公司海内外能源供需格局趋紧,煤价与油价中枢有望同步抬升,公司将充分受益于两重业绩弹性,包括:中东冲突持续扰动全球能源...

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