研報掘金丨東莞證券:華電國際資產重組獲批,維持“買入”評級
東莞證券研報指出,華電國際(600027.SH)資產重組已順利完成所需履行的決策和審批程序。重組完成後,公司控股裝機容量將達到7587.86萬千瓦。假設以2024年度經營數據爲基準,重組完成後公司營業收入將增長25.07%、歸母淨利潤將增長5.93%。綜合來看,該重組將有助於提升公司的資產規模和經營業績。公司爲我國裝機容量最大的上市發電公司之一,該重組將有助於提升公司的資產規模和經營業績,後續公司發展可期。預計2025-2027年EPS分別爲0.64元、0.69元、0.73元,對應PE 分別爲9倍、9倍、8倍,維持對公司“買入”評級。
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