研报掘金丨天风证券:浙能电力Q3电量显著修复,维持“买入”评级,

格隆汇
06 Nov 2024

格隆汇11月6日|天风证券研报指出,浙能电力(600023.SH)发电量增速明显,2024年Q1-Q3、单Q3分别完成发电量1291.88、537.18亿千瓦时,同比分别增长6.96%、17.07%。从成本端来看,2024Q1-Q3秦皇岛港Q5500大卡煤炭均价为867 元/吨,同比降低10.40%,10月煤价下跌幅度进一步扩大,当月均价为852 元/吨,同比降低15.21%,预计公司控股火电盈亏...

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