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大和:下調保利協鑫能源(3800.HK)至遜於大市 目標價0.29港元
格隆匯 03-13 13:39

大和發表研究報告指,保利協鑫能源(3800.HK)料受新冠肺炎疫情的爆發影響,下調公司評級至“遜於大市”,下調目標價至0.29港元。

報告指出,由於全球太陽能裝機量受到肺炎疫情的影響,將全球2020年的裝機預測從150GW調降至140GW,進一步惡化晶圓產品供過於求的情況,尤其是多晶及準單晶圓片,將面臨激烈價格競爭。

公司將部分太陽能電站項目出售予華能,但是未來進一步處置仍未明確,可能會影響公司現金流並帶來潛在違約風險。大和下調保利協鑫能源2020年-21年的每股純利預測13%-17%。

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