本报告导读:4Q24 主业盈利改善,资产减值同比减少;我们认为公司短期盈利改善在即,长期盈利空间可观。投资要点:维持“增持”评级:考虑到新能源入市比例提升对公司电价的影响,下调2025~2026 年EPS 至0.84/0.92 元(原0.89/0.95 元),给予公司2027 年EPS 0.98 元;考虑到公司风电装机占比较高、横向比较优势突出,维持“增持”评级。业绩符合预期。公司2024 年营收...
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.