《大行报告》汇丰研究料中国要实现碳中和 太阳能及风力发电量将以倍数计大增
就中国国家主席习近平近日表示力争二氧化碳排放2030年前达到峰值、2060年前实现碳中和,汇丰环球研究发表报告表示,对中国政府对全球未来气候的目标感到正面,相信会利好中国光伏行业装机等增长前景,该行重申看好信义光能(00968.HK)及信义能源(03868.HK)。
该行指,上调对信义光能目标价由16元升至18.2元,维持「买入」评级,料公司可受益於在太阳能玻璃行业的领导地位;该行亦升信义能源目标价由4.8元升至5.6元,维持「买入」评级。该行升保利协鑫(03800.HK)目标价由0.4元升至0.68元,维持「持有」评级。
汇丰环球研究表示,昨日举行了线上再生能源会议,来自中国光伏行业协会(CPIA)专家料在最乐观情境下,中国在第十四个五年计划(2021年至2025年)的太阳能安装每年平均为75GW至80GW,即较目前的预测有20%至28%的上行风险。该行对中国光伏行业增长前景持建设性的看法。
该行的情景分析显示,若中国至2060年将燃煤发电量减少一半,风力发电量将需要提高12倍,太阳能容量提高了22倍。
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