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《大行報告》大和升龍源電力(00916.HK)評級至「跑贏大市」 目標價上調至6.4元
阿思達克 08-03 10:04
大和發表報告指,中資風電股股價在上周三及周四(7月29至30日)有穩固升幅,其中龍源電力(00916.HK)上升了20%,相信部分是由於中國風能協會秘書長秦海岩發表文章,建議中央政府考慮發行債券,以解決再生能源補貼延遲支付問題,令投資者預期行業補貼延遲有望在短期解決。

該行表示,目前內地再生能源基金有龐大赤字,估計約4,000億元人民幣,導致嚴重的補貼延遲。雖然財政部去年否認發行債券的意見,但該行認為秦海岩的建議若得到採納,如龍源等的風電項目即時獲得補貼,其現金流將會得到改善。

大和上調龍源電力股份評級,由「持有」升至「跑贏大市」,目標價由4.7元上調至6.4元,以反映獲得現股價外每股應收補貼(0.85港元)的50%概率。

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