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研報掘金丨招商證券:中國廣核中長期內業績增長確定性高,維持“增持”評級
格隆匯 03-27 15:57

招商證券研報指出,中國廣核(003816.SZ)全年實現營業收入868.04億元,同比+5.16%;歸母淨利潤108.14億元,同比+0.83%。營收業績穩中有增,符合預期。核電電價和成本相對穩定,業績增長主要取決於裝機增長。公司在建項目穩步推進,項目儲備充足,國家大力支持核電發展下公司每年有望獲准2-4台機組,且隨着華龍一號批量化建設,成本還有下行空間;母公司資產注入預期強烈,中長期內業績增長確定性高。維持“增持”評級。

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