研報掘金丨民生證券:永泰能源上調回購價格上限,維持“謹慎推薦”評級
民生證券研報指出,永泰能源(600157.SH)上調回購價格上限,積極回報投資者。按上調後的回購股份價格上限2.62元/股進行測算,預計仍需要回購數量約1.03億股~2.94億股,累計回購數量約為3.07億股~4.98億股, 回購股份比例佔公司總股本約1.38%~2.24%。公司煤炭產能有望擴張,按公司煤炭採選業務目前噸煤平均淨利潤約200 元/噸及新增可採儲量計算,可增加公司淨利潤總額約30億元,進一步增厚公司整體經營業績。此外,公司信用進一步修復,融資功能將全面恢復,有助於為公司生產經營提供更充裕的資金支持,促進公司提升長期投資價值,推動公司可持續、高質量發展。維持“謹慎推薦”評級。
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