研報掘金丨天風證券:國電電力上半年火電業績大幅提升,維持“買入”評級
天風證券研報指出,入爐標煤同比降低24元/噸,國電電力(600795.SH)上半年煤電貢獻歸母淨利13億元。展望未來,三季度電量水平一般較高,認為煤電盈利仍有望進一步改善。上半年水電板塊業績受來水偏弱承壓,三季度有望改善;另外,新能源上半年實現歸母淨利14億元,項目建設持續推進。該行考慮到公司23H1業績及煤價、新能源項目獲取及建設情況,上調盈利預測,維持“買入”評級。
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