国信证券发布内蒙华电研报，电力业务有所承压，煤炭业务稳健增长

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国信证券11月12日发布研报称，给予内蒙华电（600863.SH，最新价：4.42元）优于大市评级。评级理由主要包括：1）电价下降致营业收入有所降低，煤炭业务和投资收益带动归母净利润提高；2）毛利率和费用率有所降低，净利率提高；3）ROE同比提高，融资性现金流大幅增加；4）电力业务量价承压；5）煤炭业务稳健发展。风险提示：煤价波动、煤炭供需形势变化、电价下调、风光项目建设不及预期、政策变化。AI...

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