《大行报告》汇丰研究上调内地太阳能相关股目标价
汇丰环球研究发表报告指,近期太阳能板块股价上升,主要由於近期有新闻报道指十四五计划将设定较为进取的太阳能及风力发电场安装目标至每年100吉瓦,高於2016年至2019年之每年54吉瓦至68吉瓦,加上国家主席习近平制订2060年碳中和的目标,对太阳能长期发展有利。
该行继续看好多晶硅、太阳能玻璃及太阳能发电场,上调主要太阳能玻璃生产商信义玻璃(00968.HK)目标价自12元上调至16元,评级「买入」。太阳能发电场营运商信义能源(03868.HK)目标价亦自3.7元上调至4.8元,评级同为「买入」。保利协鑫(03800.HK)评级自「减持」升级至「持有」,目标价自0.22元上调至0.4元。
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