信达证券给予陕西能源买入评级，煤矿电厂投运助力业绩新高，产能持续扩张未来可期

每日经济新闻2025-04-18

信达证券04月18日发布研报称，给予陕西能源（001286.SZ，最新价：8.82元）买入评级。评级理由主要包括：1）煤炭板块：2024年以量补价实现业绩增长，2025Q1量价同步走低，板块毛利或将承压；2）电力板块：清水川三期如期投产支撑电量增长，25Q1火电需求低迷导致电量同比下行；3）产能增长：煤-电产能成长接续，省内省外多点开花。风险提示：煤电利用小时数大幅下滑及电价大幅下降的风险；煤价...

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