华源证券04月02日发布研报称,给予华电国际(600027.SH)买入评级。评级理由主要包括:1)受益煤价下行,主营业务盈利大幅增长;受新能源以及用电需求影响,全年煤电利用小时数下降明显;2)投资收益同比减少,参股煤炭和新能源业务同时承压;3)在煤价快速下跌过程中,关注电价稳定性,考虑到公司机组位置,重点关注山东和湖北竞争格局。风险提示:煤价波动超出预期等。AI点评:华电国际近一个月获得4份券商...
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