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板塊異動 | 可再生能源股大漲,保利協鑫能源漲超18%,陽光能源漲超12%

uSMART盈立智投11月30日消息,週一港股,可再生能源股集體大漲,截至10:40分,保利協鑫能源漲超18%,陽光能源漲超12%,協鑫新能源漲超8%,北控清潔能源集團漲超5%,福萊特玻璃漲超3%,信義光能漲超2%。

補貼範圍擴大,可再生能源運營端或迎利好

2020年11月25日,財政部印發《關於加快推進可再生能源發電補貼項目清單審核有關工作的通知》(財辦建〔2020〕70號,下文簡稱《通知》)。《通知》中已將併網期限限制剔除,僅要求所有項目應於2006年及以後按規定完成核准(備案)手續,並已全部容量完成併網,即所有合規可再生能源項目均可進入補貼清單,擴大了補貼清單的納入規模。

天風證券發表研報稱,投資建議方面,補貼範圍擴大、申報進度提速,可再生能源運營端或將受益。一方面,此次《通知》的發佈明確擴大了補貼納入的範圍,對可再生能源運營企業而言,更多的存量項目可被納入補貼目錄,存量項目收益狀況有望得到持續改善;且《辦法》進一步明確全容量併網時間這一關鍵申報要素的確認方法,整體申報工作有望提速;另一方面,由於補貼預算總額明確,因此隨着納入補貼的存量項目規模擴大,可再生能源運營企業補貼的兌付節奏或將受到影響。整體來看,《通知》的頒佈利好運營端長期現金流狀況及存量項目盈利水平,主要可再生能源運營企業或將受益。

具體標的方面,光伏運營企業建議關注【太陽能】【林洋能源】【晶科科技】【北控清潔能源集團】【協鑫新能源】【信義能源】等;風電運營企業建議關注【節能風電】【福能股份】【金風科技】【龍源電力】等;生物質發電企業建議關注【瀚藍環境】【旺能環境】【偉明環保】【綠色動力】等。

風險提示:補貼兌付節奏大幅放緩;補貼資金持續拖欠;新增中標項目不及預期;產能利用率不足等。

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