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研報掘金丨華源證券:維持韶能股份“增持”評級,實控人變爲韶關市國資委
格隆匯 07-08 15:08

華源證券研報指出,韶能股份實控人變爲韶關市國資委卡位“算力之城”新能源高成長。積極開展股權激勵和分紅承諾,充分展現公司對未來業績增長的信心,以及與股東分享成果的決心。在我國“東數西算”工程規劃中,韶關被列入全國十大數據中心,成爲粵港澳大灣區樞紐節點唯一集羣,其未來算力需求有望高增,爲電力需求增長奠定基礎。公司作爲地處韶關地區的清潔能源上市企業,在韶關地區能源規劃和算力規劃的大背景下,公司有望獲得較高規模的新能源項目,迎來持續增長。與此同時,近期“綠電直供”政策重磅出臺,公司若能取得相關項目或將獲取可觀的項目回報,以及穩定的回報率預期。繼續維持“增持”評級。

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