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研報掘金丨長江證券:中國能建發力儲能等新興業務,打開利潤增長空間
格隆匯 04-07 17:13

長江證券研報指出,中國能建(601868.SH)2024年實現營業收入4367.13億元,同比增長7.56%;歸屬淨利潤83.96億元,同比增長5.13%。收入維持高增,戰略新興產業貢獻收入增長動力。公司大力發展戰略性新興產業,以新能源、儲能爲代表的公司戰略性新興產業收入佔比達38.8%。新籤持續景氣,境外雙位數高增。公司2024年累計新籤14088.76億元,同比增長9.75%。中國能建深耕能源建設,發力儲能等新興業務,打開利潤增長空間。公司在火電、特高壓、核電常規島等細分領域市佔率遙遙領先,奠定業績基本盤。從利潤增長角度來看來看,公司近年傳統基建業務佔比持續下降,能源電力工程份額提升,將充分受益新能源建設景氣上行。此外,公司前瞻佈局的氫能業務或將邁入景氣上行階段。

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