研報掘金丨華創證券:予中國電建“推薦”評級,新能源業務發展潛力巨大
華創證券研報指出,中國電建(601669.SH)Q3收入微增而利潤同比下降。其中新能源業務高速發展,上半年太陽能發電裝機811萬千瓦,同比增長185%。公司為能源一體化龍頭,新能源業務發展潛力巨大。預計公司2024-2026年EPS分別為0.81、0.90、0.97元。根據分部估值法,給予2025 年電力運營板塊14倍估值,其他業務給予6倍估值,2025年目標市值1290億,對應8.3倍PE,對應目標價為7.5元/股,給予“推薦”評級。
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