民生证券给予兰花科创推荐评级，2023年年报及2024年一季报点评：业绩低于预期，煤炭产量增量未来可期

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民生证券04月23日发布研报称，给予兰花科创（600123.SH，最新价：9.68元）推荐评级。评级理由主要包括：1）2023年四费大幅降低，煤价下滑、成本增加及计提资产减值准备拖累业绩；2）24Q1煤价下滑、投资收益减少、所得税率大幅提升致盈利受损；3）前三季度现金分红53.10%，股息率7.0%；4）煤炭业务盈利受损，未来扩产空间充足；5）24Q1受停产减排影响尿素产销环比下滑，成本大幅下降致...

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