Bernstein:推薦金風科技(2208.HK)和龍源電力(0916.HK)
Bernstein發表研究報告指,目前新能源行業的政策風險比以往低,預計風力發電機生產商在2019-2020年發展較佳,太陽能單晶硅產業短期仍將產能過剩。該行給予金風科技(2208.HK)與龍源電力(0916.HK)“優於大市”之評級。該行指,金風科技將是2020年風電集中上產能的主要受益者;龍源電力則會因為市電平價政策改善運營現金流。
該行續指,儘管對太陽能行業長期看法積極,但是短期仍有產能過剩和價格戰的擔憂,因此給予隆基股份(601012.SH)和中環股份(002129.SZ)“遜於大市”評級。另外,該行對煤炭價格看法偏悲觀,給予中國神華(1088.HK)“遜於大市”評級,給予中煤能源(1898.HK)、華能國際(0902.HK)和華潤電力(0836.HK)“與大市同步”評級。
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