广发证券：垃圾焚烧与AIDC需求高度匹配 “业绩增长+估值提升”戴维斯双击

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智通财经APP获悉，广发证券发布研报称，垃圾焚烧迎来“业绩增长+估值提升”的戴维斯双击。炉渣(含铜、金、银等)在金属涨价背景下价值重估;蒸汽供热受益于碳约束趋严与工业需求提升，兼具低成本与高弹性;该行测算在“炉渣涨价100元/吨且全部外销，供汽比例10%、蒸汽价格200元/吨”的条件下，以2025预期归母净利润为基数，12家垃圾焚烧上市公司的业绩弹性平均可达44%，且后续将成为各公司持续性业绩来源...

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