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港股異動 | 風電股大漲 大唐新能源(1798.HK)漲逾9%
格隆匯 08-03 15:29
格隆匯8月3日丨風電股大漲,大唐新能源(1798.HK)漲9.17%、金風科技(2208.HK)漲3.46%。華泰證券指,風能協會祕書長秦海巖7月底提出通過發行債券解決補貼拖欠問題,運營商現金流有望得到大幅改善,新能源運營資產有望迎來估值修復。2020年5月底能源局公佈2020年新能源消納空間,其中風電消納空間36.65GW,進一步提振市場信心。隨着上下游產業鏈的快速恢復,交通運輸恢復正常,預計二季度裝機量將大幅提升至8-10GW。整機企業毛利率出現拐點以來,經營見底向上;毛利率提升疊加費用率下降,基本面見底回升;今年搶裝葉片、主軸等零部件緊缺漲價帶來業績彈性。

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