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研報掘金丨申萬宏源:龍源電力成長空間廣闊,維持“買入”評級
格隆匯 04-08 14:50

申萬宏源研究指出,龍源電力(0916.HK)24年歸屬權益所有人淨利潤64.25億元,同比增長0.2%,擬定2025-2027年每年現金分紅比例不低於當年實現的歸屬於股東的淨利潤的30%。風況不佳2H24利用小時數延續跌勢,電價回升減值減少帶動板塊業績正增長。2025年公司計劃新開工新能源項目550萬千瓦,投產500萬千瓦。公司風電、光伏儲備項目充足,疊加集團公司未上市新能源資產逐步注入,公司新能源裝機容量有望持續高增,成長空間廣闊。維持“買入”評級。

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