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研報掘金丨華泰證券:維持偉明環保“買入”評級,目標價25.6元

華泰證券研報指出,考慮到偉明環保(603568.SH)營運能力優秀、新能源業務打開成長空間,予目標價25.60元,維持“買入”評級。國家層面推動深化基礎設施投融資體制改革,規範政府和社會資本合作機制,提出聚焦使用者付費項目,優先選擇民營企業參與。以垃圾發電為代表的固廢運營屬於有經營性收益的生態保護和環境治理項目,該行認為偉明環保有望受益。公司於11月7日中標崑山再生資源綜合利用項目,垃圾焚燒處理能力2250 噸/日,垃圾發電業務仍有成長空間。在11月14日,浙江省政府和印尼海洋投資統籌部在雅加達共同主辦經貿合作交流會,偉明環保參與項目簽約,深化在印尼的投資與合作。

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