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研報掘金丨東北證券:維持華電國際“買入”評級,長期投資價值顯著
格隆匯 04-15 15:17

東北證券研報指出,華電國際(600027.SH)盈利修復,持續分紅。考慮到每股股利仍有提升空間,長期投資價值顯著。此外,公司擬收購控股股東發電資產,資產規模及每股收益有望提升。目前現貨煤價已低於長協煤價,距離國家發改委設定煤價合理區間下限550 元/噸尚有超過100 元/噸,煤價回落預計將爲公司帶來較大的業績彈性。雖然華電新能或由於風況不佳等因素業績同比下降,但考慮到福城礦業計提導致的低基數,今年投資收益或同比提升。維持“買入”評級。

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