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港股異動丨金風科技漲4.64% 有望迎來業績拐點
格隆匯 04-08 14:17
格隆匯4月8日丨金風科技(2208.HK)漲4.64%,報7.44港元,總市值314億港元。大和發表最新報告,估計今年金風業績回升,但降目標價8.3%至9.9港元。報告指出,多間電力企業重申進取裝機策略,尤其顯著增加今年風電資本開支,以趕及2020年底離岸項目補貼限期,金風作為風機商龍頭,相信有望受惠。報告亦稱,雖然上年金風業績失望,因2.5MW風機成本升,但隨著急單推動,加上業務毛利率有望反彈3~4%,相信有助支撐業績回升。而東興證券研報預計公司2020-2022年實現歸母淨利潤分別為38.05、41.44、41.03億元、EPS分別為0.90元、0.98元和0.97元,對應PE為10.60、9.74和9.84倍。看好公司有望迎來業績拐點,維持“強烈推薦”評級。
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