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研報掘金丨東吳證券:中國廣核集團資產加速注入,維持“買入”評級
格隆匯 01-14 14:19

東吳證券研報指出,中國廣核(003816.SZ)擬向中廣核集團收購其全資子公司台山第二核電100%的股權。中國廣核上市前,中廣核集團保留若干核電相關業務,包括仍處於相對前期或規劃中的核電相關業務,集團就此作出了關於進一步避免同業競爭的承諾,將根據保留業務的發展情況,將上述保留業務轉讓給公司,公司享有對集團擬出售保留業務的優先受讓權和收購選擇權。此次,台山第二核電擁有的核電項目核准前的準備工作較為充分,集團將台山第二核電股權轉讓給公司。截至評估基準日,台山第二核電所有者權益賬面價值為12 億元,此次交易作價12.04億元,估值合理,儲備核電項目擴張。隨着2025年惠州1號投運,2026年惠州2號和蒼南1號投運,集團資產加速注入。維持“買入”評級。

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