民生证券给予福能股份推荐评级：业绩符合预期，优质资产助力业绩增长

每日经济新闻2025-04-27

民生证券04月27日发布研报称，给予福能股份（600483.SH，最新价：9.78元）推荐评级。评级理由主要包括：1）煤电电价承压，风电电价相对较稳+24Q4煤电电量下滑明显影响全年电量增速，25Q1受益来风改善，整体发电量略增；2）热电联产提质增效，晋江气电电价上调有望修复气电盈利；3）竞配海风项目核准投建+受益福建省直配项目资源，持续贡献新装机。风险提示：原材料成本上行；电价波动风险；电量消纳...

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