《大行报告》大和上调金风科技(02208.HK)目标价至11.5元 评级「持有」
大和发表报告指,受到今年的抢装潮推动,金风科技(02208.HK)今年第三季经常性纯利按年上升65%。而集团股价於10月13日开始上升了46%,主要是由於中国目标於2060年达至碳中和,及北京国际风能大会上对行业提供了长期展望,推动市场情绪。
不过,该行提到风力发电机的竞投价格明显下降,年初至今下跌了17%至20%,因此对集团未来两年的盈利能力仍然感到忧虑。
大和上调金风科技股份目标价,由7元升至11.5元,评级维持「持有」,并调升集团明年及2022年每股盈利预测1%至2%,以反映风力发电机毛利率假设稍为提高。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.