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《大行報告》高盛金風(02208.HK)可受惠內地離岸風力發電高增長上望14.5元
阿思達克 07-10 10:59

高盛發表報告表示,料全球離岸風力發電在新能源發電行業可持續增長,料至2030年離岸風力發電產能逾200GW,即未來10年相關複合增長率約20%,而該行亦料中國離岸風力發電業產能可實現高增長,相信金風科技(02208.HK)具良好行業位置,並從而受惠。

該行稱,重申對金風「買入」投資評級及目標價14.5元,此相當預測2020年市盈率12倍,指H股目前風險與回報比率吸引,現在是建倉機會

該行指,內地離岸風力發電產能增長,由2013年的0.45GW,至2018年升至4.4GW,複合增長率達到58%。高盛料內地離岸風力發電產能可於2019年至2021年快速增長,相關風力裝機量達到各30、27及25GW。

而高盛估計,金風科技於2019年至2021年每股盈利預測各0.8、1.21及1.38元人民幣。

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