港股異動 | 風電股普跌 龍源電力(0916.HK)跌近4%領跌
格隆匯10月20日丨近期持續大漲的風電股普遍回調,龍源電力(0916.HK)跌近4%領跌,金風科技跌逾3%,協和新能源跌逾2%。據悉,受益風電行業進入搶裝期、《風能北京宣言》發佈、國家能源局稱將更大力度推動風電規模化發展等多項利好消息,風電板塊近期持續大漲,金風科技、協和新能源近2個月累漲逾30%。不過,大摩最新發報告指,估計今年過後有關誘因會減弱,每年的新增裝機估計會降至25至30吉瓦。該行下調金風科技評級至“與大市同步”,目標價降至10港元,認為集團股價已充分反映風電行業在今年往後的能見度改善。此外據悉,龍源電力將於10月27日(即下週二)舉行董事會會議以審批前三季度業績。

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