券商精點 | 國信證券:國電電力2022年歸母淨利顯著改善 維持“買入”評級
格隆匯4月17日丨國信證券研報稱,電價上浮致營收增長,國電電力(600795,SH)2022年歸母淨利潤顯著改善。公司歸母淨利潤增長除受電價上浮影響外,還得益於公司煤炭長協覆蓋率、執行率情況較好,燃料價格升幅縮窄。綜合供需來看,預計未來煤價中樞或迎來下行,公司火電業務盈利有望進一步提升。此外,公司新能源項目資源儲備充足,未來加快新能源建設,項目投運將驅動公司業績快速增長。由於公司火電裝機容量減少及風光新能源裝機增長不及預期,下調盈利預測。維持“買入”評級。該股現報3.93元,總市值700.9億美元。

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