格隆汇1月16日|广发证券研报指出,中国神华(601088.SH)煤电运经营模式稳健,通过内生新建项目+外延收购集团资产,未来煤、电等业务规模将持续增长。根据公司股东回报规划公告,22-24年度规划拟现金分红比例不低于60%,22-23年度实际分红比例为72.8%和75.2%,测算目前股息率仍在5%以上。按中国企业会计准则,预计24-26年EPS分别为2.92、2.84和2.91元/股,维持公司...
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