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华源证券4月25日发布研报称,给予中闽能源(600163.SH)增持评级。评级理由主要包括:1)福建投资集团旗下新能源平台,现有装机1GW;2)为避免同业竞争,集团承诺注入海风、抽蓄项目;3)福建省海风资源优质,存量海上风电收益率极高;4)未来福建海风审批方式有望更加合理,在风资源优质、造价降低的情况下有望获取高回报;5)现有海风储备(加上集团承诺注入项目)约1GW,保障公司装机、利润确定性高增。(每日经济新闻)

Huayuan Securities released a research report on April 25 stating that it gave Zhongmin Energy (600163.SH) an increase in its holdings. The main reasons for the rating include: 1) Fujian Investment Group's new energy platform, which currently has an insta

Zhitong Finance ·  Apr 25 17:41
Huayuan Securities released a research report on April 25 stating that it gave Zhongmin Energy (600163.SH) an increase in its holdings. The main reasons for the rating include: 1) Fujian Investment Group's new energy platform, which currently has an installed capacity of 1 GW; 2) in order to avoid competition in the industry, the group promises to inject seabreeze and savings projects; 3) Fujian's seafreeze resources are high, and the yield of offshore wind power stocks is extremely high; 4) the future Fujian Seafreeze approval method is expected to be more reasonable, and can be expected to obtain high returns with high wind resources and reduced costs; 5) The existing seabreeze reserves (plus the Group's commitment to inject the project) are about 1 GW to ensure a high increase in the company's installed capacity and profits. (Mainichi Keizai Shimbun)

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