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研報掘金丨中泰證券:中國電建海外業務穩定增長,有望受益“一帶一路”再升温
中泰證券研報指出,中國電建(601669.SH)上半年扣非淨利高增40%,發展穩中有進、質效雙增,海外業務穩定增長,有望受益“一帶一路”再升温。當前公司價值低估,維持“買入”評級。公司在海外共簽署能源電力合作項目合同總額約6700億元,佔公司海外新籤合同總量50.68%;在“一帶一路”沿線國家共簽署能源電力合作項目合同總額約3900億元,佔海外能源合作項目總量近60%。公司在鞏固傳統主業技術能力的基礎上,加強關鍵核心技術攻關,積極打造原創技術策源地,加快數字化轉型步伐,為業務和效益增長拓展第二增長極。
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