【券商聚焦】交银国际削大唐新能源(01798)目标价8.5% 料上半年盈利将同比下降7.9%

金吾资讯07-26 09:09

金吾财讯 | 交银国际发研报指，预期大唐新能源(01798)今年上半年盈利将同比下降7.9%，因风电发电量的下跌抵销了光伏发电量的增加，上半年公司发电量同比持平。在下半年利用率仍有下降压力的情景下，该行下调2024/25年发电量预测1.7%/1.9%。该行指，公司2024年预测净负债/总股本较该行覆盖的同业平均要低，该行认为公司仍有空间加快装机/增加分红。在发电量增速减慢及平均电价同比下降的预期下...

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