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《大行報告》瑞信:風電裝機目標較預期進取 料金風(02208.HK)可受益推動「碳中和」國策
阿思達克 10-15 11:24
瑞信發表報告表示,就內媒報道,2020年北京國際風能大會上發布,為達到與碳中和目標實現起步銜接的目的,在「十四五」規劃中,須為風電設定與碳中和國家戰略相適應的發展空間,保證年均新增裝機5,000萬千瓦以上,該行認為此目標進取,對比市場原預期每年新增裝機3,000萬千瓦。

該行認為,內地短期內風電仍面臨成本挑戰,預計取消電價補貼後的年安裝量,將從2020年的33GW(急裝)降至2021年的約25GW。另一方面,中國國家習近平主席表示風電運營商有可能接受較低的項目收益,以在中期提升風電安裝速度,從而促進可再生能源的發展,並幫助中國在2060年之前實現碳中和的諾言。該行認為,風力設備製造商(例如金風科技(02208.HK))應該是可能更高的風力需求的主要受益者

瑞信表示,金風科技H股目前估值相當預測2020年市盈率8倍,低於其他太陽能板塊企業逾市盈率30倍的估值,該行維持金風科技H股為中資風電行業的首選股,維持「跑贏大市」評級及目標價9元。

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