Huayuan Securities gives Jiaze New Energy a "Buy" rating, with performance in line with expectations. The electricity price mechanism reform opens a new chapter of profitability.

iDaily AI Express: On April 6, Huayuan Securities released a research report stating that it gives Jiazai New Energy (601619.SH, latest price: 5.01 yuan) a “Buy” rating. The main reasons for the rating include: 1) better wind resources + expense reduction + reversal of impairment, with the company’s full-year performance standing out; 2) it is expected that the subsequent decline in electricity prices will be limited, and the company’s existing generating units will remain steady and profitable; 3) 2GW of wind power under construction and awaiting construction—expected to be brought online over the next few years, contributing to performance growth; 4) the company is anchored in two major bases in Heilongjiang and Jilin, and is steadily advancing green fuel project construction, with an overall planned scale of 190,000 tons of green ethanol + 600,000 tons of green methanol. Risk warning: the wind power commissioning progress may fall short of expectations; risks of wind power generation volume and electricity price fluctuations; the green methanol commissioning progress may fall short of expectations.

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(Reporter: Zhang Mingshuang)

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