中绿电涨超5%，绿电+央企资产注入+高分红预期三重利好-股票-金融界

Core Viewpoint - Zhonglv Electric has shown active market performance with a notable increase in stock price, reflecting positive investor sentiment and market activity [1][3]. Group 1: Stock Performance - As of 11:20 AM, Zhonglv Electric's stock price reached 9.51 yuan, up 0.46 yuan, representing a 5.08% increase with a trading volume of 355 million yuan [1]. - The stock has demonstrated a recovery trend since its recent low, with fluctuations between 9.10 and 9.45 yuan, indicating a 3.87% volatility and a divergence of opinions among investors [3]. Group 2: Market Drivers - The market's interest in Zhonglv Electric is driven by several factors: supportive policies for the green energy sector, especially with the approaching carbon peak targets [3]. - There are expectations for asset injections from the state-owned parent company, which keeps investors attentive to potential high-quality asset contributions [3]. - The company is recognized for its high dividend expectations, providing a safety margin for investors due to its stable cash flow as a power enterprise [3]. - The valuation recovery logic is also significant, as Zhonglv Electric's valuation remains relatively low compared to its peers in the industry [3]. Group 3: Financial Outlook - The company’s board approved a share buyback proposal on August 28, pending shareholder approval for implementation [3]. - As of August 28, the largest shareholder, Luneng Group, holds a 68.61% stake in the company [3]. - The company anticipates a net profit of 559 million to 756 million yuan for the first half of 2025, reflecting a year-on-year growth of 20.27% to 62.72%, primarily due to increased electricity generation from new projects and effective cost control measures [3]. Group 4: Future Considerations - Zhonglv Electric is expected to continue its recovery trend driven by policy support and fundamental improvements [4]. - Investors should monitor the overall valuation changes in the green energy sector and the impact of project construction progress on future performance [4].