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东吴证券4月24日发布研报称,给予华能国际(600011.SH)买入评级。评级理由主要包括:1)公司受益于动力煤价格成本的同比下降+发电量同比增长,2024Q1归母净利润同比增长104.25%;2)分部利润看:2024Q1燃煤板块贡献最大利润弹性;3)2024Q1公司实现上网电量同比+5.63%、上网电价-3.99%;4)2024年关注受益于AI和电动车的带动下全社会用电量的超预期,推荐火电板块。(每日经济新闻)

Dongwu Securities released a research report on April 24 stating that it gave Huaneng International (600011.SH) a purchase rating. The main reasons for the rating include: 1) The company benefited from a year-on-year decrease in thermal coal price costs a

Zhitong Finance ·  Apr 24 11:03
Dongwu Securities released a research report on April 24 stating that it gave Huaneng International (600011.SH) a purchase rating. The main reasons for the rating include: 1) The company benefited from a year-on-year decrease in thermal coal price costs and a year-on-year increase in power generation capacity; 2) looking at segmented profit: the 2024Q1 coal-fired sector contributed maximum profit elasticity; 3) 2024Q1 achieved +5.63% year-on-year feed-in electricity and -3.99% feed-in electricity prices; 4) In 2024, the company focused on exceeding expectations in the electricity consumption of the entire society, driven by AI and electric vehicles, and recommended the thermal power sector. (Mainichi Keizai Shimbun)

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