《大行報告》匯豐研究上調內地太陽能相關股目標價
匯豐環球研究發表報告指,近期太陽能板塊股價上升,主要由於近期有新聞報道指十四五計劃將設定較為進取的太陽能及風力發電場安裝目標至每年100吉瓦,高於2016年至2019年之每年54吉瓦至68吉瓦,加上國家主席習近平制訂2060年碳中和的目標,對太陽能長期發展有利。
該行繼續看好多晶硅、太陽能玻璃及太陽能發電場,上調主要太陽能玻璃生產商信義玻璃(00968.HK)目標價自12元上調至16元,評級「買入」。太陽能發電場營運商信義能源(03868.HK)目標價亦自3.7元上調至4.8元,評級同為「買入」。保利協鑫(03800.HK)評級自「減持」升級至「持有」,目標價自0.22元上調至0.4元。
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