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交銀國際:維持新能源行業同步評級 首推福萊特玻璃(6865.HK)
格隆匯 09-27 14:46

交銀國際發佈報告稱,江蘇率先對分佈式發電市場化交易規則徵求意見,該行認為,標誌着分佈式光伏市場化交易試點將進入實踐階段,但其大規模推廣仍有賴於我國電力市場化改革的進一步推進。

該行稱,我國風電發電量在7月由於風資源較差同比下降後,8月增速恢復至19.3%。1-8月主要發電企業風電完成投資同比增長66.7%,該行預計,今明兩年我國風電新增併網量均將增至25吉瓦。

該行表示,本週新能源板塊跟隨大盤調整,該行仍維持福萊特玻璃(06865.HK)為首推股,評級“買入”。維持新能源行業同步評級。

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