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研报掘金丨国元证券:国能日新盈利能力不断提升,维持“买入”评级
Ge Long Hui A P P· 2025-09-12 07:03
Core Viewpoint - Guoneng Rixin has achieved rapid growth in both revenue and profit in the first half of 2025, with improving profitability [1] Group 1: Financial Performance - In the first half of 2025, the company experienced a significant increase in revenue and profit, benefiting from the rapid growth of the overall installed capacity of renewable energy and new market opportunities arising from distributed management requirements [1] - The net increase in the number of power station users reached 1,116, representing a 26% growth compared to the service scale at the end of 2024, significantly exceeding historical levels [1] Group 2: Technological Advancements - The company completed the iteration upgrade of the "Kuangming" renewable energy model to version 2.0 in May 2025, enhancing model technology, stability, and overall performance, which improved the comprehensive accuracy of renewable energy forecasting across the network [1] Group 3: Market Outlook - The company primarily provides information technology products and related services for the electricity market, and with the rapid development of the renewable energy industry in China, it is poised for substantial growth opportunities in the future [1] - Given the growth potential of the industry and the company's ongoing business development, a "buy" rating is maintained [1]