研报掘金丨长江证券:维持华电国际“买入”评级 2024年业绩展望依然积极

格隆汇
10 Feb

长江证券研报指出,2024年全年华电国际(600027.SH)累计完成上网电量2,084.53亿千瓦时,较上年同期下降约0.52%,降幅较三季度电量降幅收窄2.00个百分点。整体来看,在量价齐升的拉动下,公司四季度电力主业营收有望实现同比增长,从而缓解前三季度水电大发对火电电量压力,全年电力主业营收也有望维持平稳。在煤价回落带来的成本端持续优化下,预计公司四季度经营业绩有望实现持续修复,2024年...

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