交银国际发表报告指,信义能源(03868.HK) 去年实现收入和净利24.4亿和7.91亿元人民币,按年分别增长7%和下跌12%,剔除3,800万元人民币商誉减值后,核心业绩优于该行预期约4%,主要是由于下半年弃光率下降等因素推动售电量超预期。报告指,国家对新能源电量及电价改革的新政有望保障公司存量项目电价在此前快速下降后趋稳,降低盈利不确定性。由于公司盈利确定性改善及市场整体估值提高,该行将估值...
Source Link交银国际发表报告指,信义能源(03868.HK) 去年实现收入和净利24.4亿和7.91亿元人民币,按年分别增长7%和下跌12%,剔除3,800万元人民币商誉减值后,核心业绩优于该行预期约4%,主要是由于下半年弃光率下降等因素推动售电量超预期。报告指,国家对新能源电量及电价改革的新政有望保障公司存量项目电价在此前快速下降后趋稳,降低盈利不确定性。由于公司盈利确定性改善及市场整体估值提高,该行将估值...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.