研報掘金丨國信證券:海水無淡化原位制氫技術產業化加速推進,維持東方電氣“增持”評級
格隆匯6月5日丨6月2日,經中國工程院專家組現場考察後確認,由東方電氣集團與深圳大學/四川大學謝和平院士團隊聯合開展的全球首次海上風電無淡化海水原位直接電解制氫技術海上中試在福建興化灣海上風電場獲得成功。國信證券4日研報指出,東方電氣(600875.SH)深耕氫能產業鏈佈局,所屬新興成長產業板塊近年來快速增長;制氫行業蓬勃發展,海水無淡化原位制氫技術產業化加速推進,打開公司氫能業務成長空間;氫能業務持續發力,與風電業務形成協同作用,深化公司“六電並舉、六業協同”戰略佈局,持續提供業績增長動能。維持公司盈利預測,預計公司2023-2025年歸母淨利潤為39.4/53.0/63.4億元,同比增速38%/34%/20%,攤薄EPS為1.26/1.70/2.03元,對應2023-2025年動態PE為14.8/11.0/9.2倍,維持“增持”評級。
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