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研报掘金丨中泰证券:中国能建全产业链优势凸显,维持“买入”评级

Research Report Nuggets: Zhongtai Securities: China's energy construction highlights the advantages of the entire industry chain and maintains a “buy” rating

Gelonghui Finance ·  Nov 8, 2023 15:05
Gelonghui, November 8 | According to the Sino-Thai Securities Research Report, the Q3 performance of China Energy Construction (601868.SH) was under pressure, operating cash flow improved markedly, and the new energy and urban construction business contracts increased. On October 17, the “Belt and Road” Entrepreneurs Conference was held. The amount of cooperation signed by China Energy Construction exceeded 10 billion US dollars, involving more than 20 countries including Russia and Saudi Arabia, covering various business types such as photovoltaic power plants, wind power, and energy storage. Looking at the medium to long term, the company's hydrogen energy and energy storage business is advancing at an accelerated pace, and the advantages of the entire industry chain have been highlighted. Maintain a “buy” rating.

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