【12 月 23 日,华泰证券发布报告称北控水务相关情况】北控水务坚持轻资产转型,上半年自由现金流净额 3700 万元,按年由负转正。虽短期回款或有压力,但水务营运回款与政府财政支付能力相关,未来有望受益于化债政策,现金流有望改善。稳定派息政策下,股息率达 6.6%,具吸引力。不过,因公司短期回款压力有减值风险,预期 2024 至 2026 年归母净利分别为 18.76、21.19 及 22.93...
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