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研報掘金丨中信建投:國電南瑞業績持續保持穩健增長,24年目標計劃營收560億元

中信建投證券研報指出,國電南瑞(600406.SH)2023全年業績同比穩增11.44%,24Q1業績增速達13.69%,持續保持穩健增長。2024 年目標計劃營收560億元,同比增加8.6%,營業成本409.8億元,期間費用62.4億元,預計業績目標企穩。2024年電網投資整體上行,公司網內核心業務保持平穩增長,特高壓核心產品市場份額高企,靜待業務放量;網外業務增速較快,由新能源等業務貢獻重要增量;海外業務持續推進。電力設備行業景氣度高企,公司新簽訂單同比保持增長。作為行業龍頭,公司各業務板塊在手訂單充沛,為未來業績增長提供堅實保障。

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