交銀國際:協鑫(03800.HK)飆升 料因FBR夥粒硅已具大規模生產條件
保利協鑫(03800.HK)今日中午股價飆升24%報1.12元,成交額11億元。據交銀國際上周五發表報告表示,保利協鑫股價近期大幅上漲源於一些利好信息。公司FBR(硅烷流床法)夥粒硅項目已具備大規模生產的技術條件。公司當前顆粒硅產能約年產1萬噸,公司預計明年下半年有望擴張至年產3萬噸,完全達產後年產能達到5.4萬噸。
交銀國際認同保利協鑫FBR工藝的技術先進性及規模生產的可行性,但產品成本以及工藝穩定性等關鍵指標仍不明朗,因此該行對公司估值持謹慎態度。
該行將保利協鑫2020年每股基本虧損0.02元調整至虧損0.067元人民幣,2021年每股基本盈利0.013元上調至0.024元人民幣,2022年每股基本盈利0.011元上調至0.027元人民幣,基於市淨率0.8倍,目標價由0.25港元上調至0.93港元,維持「中性」評級。
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.