国元国际发布研报称,2025年的巨额预减是利空出尽的信号
Group 1 - The core viewpoint of the report indicates that the significant profit reduction expected in 2025 is a signal that negative sentiment may have peaked [1] - The report suggests that investors should overlook the apparent profit disruptions in 2025 and focus on the robustness of cash flow and the potential recovery in 2026 [1] - The stock of Concord New Energy (00182.HK) has a market capitalization of HKD 2.678 billion and ranks 17th in the power industry [1] Group 2 - There has been low attention from investment banks towards this stock, with no ratings provided in the last 90 days [1] - The report highlights the anticipated benefits from asset sales confirmed for 2026 and breakthroughs in overseas high-margin businesses [1]