《大行報告》匯豐研究料中國要實現碳中和 太陽能及風力發電量將以倍數計大增
就中國國家主席習近平近日表示力爭二氧化碳排放2030年前達到峰值、2060年前實現碳中和,匯豐環球研究發表報告表示,對中國政府對全球未來氣候的目標感到正面,相信會利好中國光伏行業裝機等增長前景,該行重申看好信義光能(00968.HK)及信義能源(03868.HK)。
該行指,上調對信義光能目標價由16元升至18.2元,維持「買入」評級,料公司可受益於在太陽能玻璃行業的領導地位;該行亦升信義能源目標價由4.8元升至5.6元,維持「買入」評級。該行升保利協鑫(03800.HK)目標價由0.4元升至0.68元,維持「持有」評級。
匯豐環球研究表示,昨日舉行了線上再生能源會議,來自中國光伏行業協會(CPIA)專家料在最樂觀情境下,中國在第十四個五年計劃(2021年至2025年)的太陽能安裝每年平均為75GW至80GW,即較目前的預測有20%至28%的上行風險。該行對中國光伏行業增長前景持建設性的看法。
該行的情景分析顯示,若中國至2060年將燃煤發電量減少一半,風力發電量將需要提高12倍,太陽能容量提高了22倍。
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