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华源证券4月25日发布研报称,给予福能股份(600483.SH)买入评级。评级理由主要包括:1)火电受煤价下降影响盈利改善明显,新能源受风况较差+折旧影响利润有所下滑;2)2024年Q1风资源不理想,与煤价下降带来的利润改善相抵,预计Q1利润基本持平;3)公司手握海风指标超1GW,参股指标0.3GW,未来加速获取海风项目,迎来持续成长;4)未来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。(每日经济新闻)

Huayuan Securities released a research report on April 25 stating that Funeng shares (600483.SH) were given a purchase rating. The main reasons for the rating include: 1) profits of thermal power have improved significantly due to falling coal prices, and

Zhitong Finance ·  Apr 26 07:57
Huayuan Securities released a research report on April 25 stating that Funeng shares (600483.SH) were given a purchase rating. The main reasons for the rating include: 1) profits of thermal power have improved significantly due to falling coal prices, and profits from new energy sources have declined due to poor wind conditions+depreciation; 2) Q1 wind resources are not ideal in 2024, which is expected to remain flat in Q1 profits; 3) the company holds a seabreeze index of over 1GW and a participation index of 0.3 GW to accelerate the acquisition of seabreeze projects in the future and usher in continued growth; 4) The future ocean wind approval method is expected to be more reasonable, and high returns are expected to be obtained when wind resources are high quality and costs are reduced. (Mainichi Keizai Shimbun)

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