A股異動 | 中國能建漲停 多個券商唱好
格隆匯9月29日丨中國能建(601868.SH)上市第二日漲停,報3.03元,總市值1263億元。中國銀河發研報吿稱,首予中國能建“推薦”評級。2021年上半年,中國能建實現營業收入1415.46億元,同比增長34.04%;歸母淨利潤23.54億元,同比增長165.74%,盈利能力改善。公司完成新籤合同4,832.89億元,同比增長58.2%,未來業績有保障。國盛證券發研報稱,首予中國能建“買入”評級,價格區間為2.4-2.8元,該行稱公司吸收合併葛洲壩,實現A+H兩地上市,可以消除同業競爭,理順管理機制。國信證券發研報稱,首予中國能建“買入”評級 ,估值區間為3.21-3.92元。該行稱公司是我國電力建設領軍企業,“十四五”期間將充分受益新能源引領的能源結構轉型。未來公司將發揮全產業鏈優勢,大力開展低碳能源電力業務。預計到 2025 年,控股新能源裝機容量力爭達到 20GW以上,顯著增厚利潤水平。

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