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《大行报告》大和升龙源电力(00916.HK)评级至「买入」 目标价维持6.4元
阿思达克 10-07 10:25
大和发表研究报告,指因早前市场憧憬特别债券的发行,可部分支付老化风电和太阳能的应收补贴,惟迄今未有重大进展,龙源电力(00916.HK)股价在过去两月调整约13%。但在9月22日,国家主席习近平指希望在2060年前实现「碳中和」,带动太阳能股A股股价过去两周升5%至10%,H股更升30%至60%。

报告解释,与太阳能电厂不同,在岸风电企业平价上网料不会在2023年前完成。不过,大和称,留意到在国家政策如特别债券发行及地方政府支持离岸风电企业等支持下,龙源电力具长远价值,料可透过应收补贴加快现金回笼,而更多的离岸风电机组安装料加快盈利增长。该行指现时龙源估值相当於明年预测市帐率0.6倍,较内地太阳能电企折让达70%至95%;并提升龙源投资评级,由「跑赢大市」升至「买入」,目标价维持6.4元不变。

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