华安证券给予华光环能增持评级，毛利率环比明显改善，氢能业务潜力可期

每日经济新闻11-07

华安证券11月07日发布研报称，给予华光环能（600475.SH，最新价：9.24元）增持评级。评级理由主要包括：1）事件：公司发布2024年第三季度报告；2）光伏电站业务+产能爬坡影响当期收入，Q3毛利率环比明显改善；3）氢能及火改业务潜力可期，有望成为未来新增长点。风险提示：火改需求不及预期；电解槽设备需求不及预期；原材料价格波动风险。AI点评：华光环能近一个月获得3份券商研报关注，买入1家，...

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