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研報掘金丨華福證券:江蘇國信業績有望持續增長,首予“買入”評級
格隆匯 11-26 15:58

華福證券研報指出,江蘇國信(002608.SZ)主營業務包括能源與金融兩大板塊,能源板塊資產佔比較大;金融板塊業績貢獻穩定,是主要的利潤主體。2023 年,受益於煤價回落、提質增效等,公司歸母淨利潤同比增長3014%。1Q-3Q24 公司歸母淨利潤達29.21億元,同比增長48.47%。預計未來煤價大幅上升可能性較小、綜合電價整體相對穩定、江蘇電力需求旺盛以及在建機組十四五期間陸續投產,公司業績有望持續增長,未來可期。首次覆蓋,給予“買入”評級。

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