综合公司2H24 以来风电电量增长情况,国家正积极解决发电企业新能源应收补贴,以及对十四五新能源装机目标的完成情况,我们上调/上调/下调公司2024-26 年可再生能源归母净利润9.2/3.9/9.0%。看好公司资产盈利质量以及未来转型发展,维持“买入”评级。2H24 公司风电发电量同比增速提升显著,上调公司24E 新能源盈利3Q24,公司风电发电量同比+26.3%至97 亿千瓦时,其中9 月风电...
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