研報掘金丨華福證券:華能國際上半年盈利同比向好,維持“買入”評級
華福證券研報指出,華能國際(600011.SH)2Q24煤電度電利潤增幅明顯,受益於燃料成本和財務費用的下降,公司上半年歸母淨利潤同比增加18.16%,盈利同比向好。其中,煤機板塊盈利同比增幅明顯,環比有所下降。環比下滑或系供暖季結束,煤機供電煤耗增加所致。分季度看,Q2公司煤機上網電量同比下降9.65%,實現利潤總額11.55 億元,同比增長74.2%,對應度電利潤總額0.0148 元/千瓦時,同比增長92.8%。風電度電盈利同比環比均下降,光伏度電盈利環比增加。維持“買入”評級。
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