国泰海通:固废现金流改善 资源化盈利弹性释放

智通财经
Sep 15
【国泰海通:固废现金流改善 资源化盈利弹性释放】国泰海通发布研报称,环保红利方面,固废水务龙头公司业绩稳健,自由现金流改善,支撑高分红,国补回收加快与资本开支收缩共同驱动分红提升;再生资源方面,危固废金属资源化产能释放与金属景气上行共振,资源化业务量价齐升,生物柴油和SAF需求旺盛、行业保持高景气。2026H1环保行业业绩整体延续增长,利润增量集中于危废与再生资源。

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