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大和:下調金風科技(2208.HK)目標價至7港元 降評級至持有
格隆匯 09-01 12:40

大和發表研究報告指,金風科技(2208.HK)上半年受低於預期的毛利率及海外業務影響,第二季度風力發電機組(WTG)競價價格出現相當大的下跌。該行將其評級由買入下調至持有,目標價由9.9港元下調至7港元。

大和指,金風科技上半年純利按年增長8%,低於預期主要由於新冠肺炎對海外業務的影響,該行認為,金風上半年WTG毛利率只有12%,對於公司能否實現其全年目標15%存不確定性。

該行續指,WTG的投標價格已開始大幅下降,年初至今已下跌10-13%,需更加關注其未來幾年的盈利能力,將2020-22年每股盈利預測下調12-23%。

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