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《大行报告》高盛金风(02208.HK)可受惠内地离岸风力发电高增长上望14.5元
阿思达克 07-10 10:59

高盛发表报告表示,料全球离岸风力发电在新能源发电行业可持续增长,料至2030年离岸风力发电产能逾200GW,即未来10年相关复合增长率约20%,而该行亦料中国离岸风力发电业产能可实现高增长,相信金风科技(02208.HK)具良好行业位置,并从而受惠。

该行称,重申对金风「买入」投资评级及目标价14.5元,此相当预测2020年市盈率12倍,指H股目前风险与回报比率吸引,现在是建仓机会

该行指,内地离岸风力发电产能增长,由2013年的0.45GW,至2018年升至4.4GW,复合增长率达到58%。高盛料内地离岸风力发电产能可於2019年至2021年快速增长,相关风力装机量达到各30、27及25GW。

而高盛估计,金风科技於2019年至2021年每股盈利预测各0.8、1.21及1.38元人民币。

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