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研報掘金丨華源證券:內蒙華電收購大股東風電資產,維持“買入”評級
格隆匯 02-18 16:47

華源證券研報指出,內蒙華電(600863.SH)收購大股東風電資產停牌,兼具盈利穩定和風電成長。根據北方公司的發債公告,收購資產屬於北方上都百萬千瓦級風電基地項目,總裝機160萬千瓦,屬於“風火儲”沙戈荒新能源基地項目,與火電機組共用500千伏送出線路送至華北電網,項目年均發電量約52億千瓦時,倒算年均利用小時數3250小時,資源稟賦較好。更重要的是,該風電項目依託上都電廠372萬千瓦火電外送華北消納,預計電價水平高於省內消納項目,收益率水平較高。繼續維持“買入”評級。

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