The Zhitong Finance App learned that Everbright Securities released a research report stating that it maintains the “buy” rating of Shanghai Electric (601727.SH, 02727). The scale of the company's new coal and electricity orders has slowed down, and pressure such as asset depreciation has affected the company's performance to a certain extent. As a prudent measure, the company's net profit to mother for 26-28 is estimated to be 15/24/2.9 billion yuan (44% down/ 27% /increase). The current A/H stock price is 83/35 times PE for 26 years. In the context of China's energy structure transformation and industrial restructuring, the company is expected to use its leading advantages to further increase the market share of traditional dominant businesses. At the same time, emerging businesses such as nuclear fusion/fourth-generation reactors, hydrogen energy, and robots are also expected to become new performance growth points for the company under the support of the company's technological research and development advantages.

The Zhitong Finance App learned that Everbright Securities released a research report stating that it maintains the “buy” rating of Shanghai Electric (601727.SH, 02727). The scale of the company's new coal and electricity orders has slowed down, and pressure such as asset depreciation has affected the company's performance to a certain extent. As a prudent measure, the company's net profit to mother for 26-28 is estimated to be 15/24/2.9 billion yuan (44% down/ 27% /increase). The current A/H stock price is 83/35 times PE for 26 years. In the context of China's energy structure transformation and industrial restructuring, the company is expected to use its leading advantages to further increase the market share of traditional dominant businesses. At the same time, emerging businesses such as nuclear fusion/fourth-generation reactors, hydrogen energy, and robots are also expected to become new performance growth points for the company under the support of the company's technological research and development advantages.