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港股异动丨金风科技(2208.HK)涨4% 多家大行唱多
格隆汇 11-04 14:14
格隆汇11月4日丨金风科技(2208.HK)涨4%,报10.92港元,总市值461亿港元。金风科技(002202.SZ)则微涨0.25%。国家能源局表示,2020年1-9月全国可再生能源发电量达15305亿千瓦时,同比增长约6.5%。其中,风电3317亿千瓦时,同比增长13.8%。招银国际发研报上调金风科技2020年每股盈利预测13.5%,目标价由7.7港元升57%至12.1港元,对应目标市盈率至11倍,维持“买入”评级。该行认为金风大致符合该行对毛利率反弹的预期,产品组合升级将是其推升毛利率的关键。汇丰研究发研报指,金风科技首三季风力发电涡轮机销量表现强劲,付运8.3吉瓦,按年增加59%,预期今年外部涡轮机销售指引提升至14吉瓦。维持金风科技评级为“买入”,相信公司可在内地2060年实现碳中和的大趋势下受惠,目标价由11港元升至12.5港元。

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