《大行報告》大和上調金風科技(02208.HK)目標價至11.5元 評級「持有」
大和發表報告指,受到今年的搶裝潮推動,金風科技(02208.HK)今年第三季經常性純利按年上升65%。而集團股價於10月13日開始上升了46%,主要是由於中國目標於2060年達至碳中和,及北京國際風能大會上對行業提供了長期展望,推動市場情緒。
不過,該行提到風力發電機的競投價格明顯下降,年初至今下跌了17%至20%,因此對集團未來兩年的盈利能力仍然感到憂慮。
大和上調金風科技股份目標價,由7元升至11.5元,評級維持「持有」,並調升集團明年及2022年每股盈利預測1%至2%,以反映風力發電機毛利率假設稍為提高。
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