华源证券给予国电电力增持评级，减值与风况不佳拖累Q2业绩，集团核心平台资产优质

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华源证券08月21日发布研报称，给予国电电力（600795.SH，最新价：5.48元）增持评级。评级理由主要包括：1）转让察哈素煤矿上半年业绩大幅增长，减值与风况不佳拖累二季度扣非业绩；2）大渡河水电价值仍有待重估，新能源精选项目稳健发展；3）国家能源集团核心电力平台，背靠集团享受较强发展潜力。风险提示：来水不及预期、新能源电价政策不确定性。AI点评：国电电力近一个月获得1份券商研报关注，买入1家...

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