《大行報告》瑞信上調金風科技(02208.HK)目標價至12元 評級「跑贏大市」
瑞信發表報告指,金風科技(02208.HK)公布今年第三季純利為7.94億元人民幣,按年增長95%,主要是受惠於接近年尾風電場試運到期,令風力發電機出貨強勁。
該行表示,集團今年首三季風力發電機付運達4.2吉瓦,高於今年第一季及第二季的分別0.8及3.3吉瓦,首九個月計則共付運8.3吉瓦,似乎正在達至全年目標12至14吉瓦的軌道上。由於付運價格提高,該行預期集團毛利率在下半年亦會有改善。
瑞信上調金風科技目標價,由9元升至12元,維持「跑贏大市」評級,並下調集團今年每股盈利預測12.8%,以反彈毛利率較低的假設,不過由於發電機銷量增加,上調金風2021年及2022年每股盈利預測各8%及16%。
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