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內地上調減排目標 花旗看好金風科技及信義光能
格隆匯 12-14 12:28

中國國家主席習近平提出新的減排目標,中國力爭到2030年單位國內生產毛額二氧化碳排放比2005年的水平下降65%以上,較先前的目標減少60%略微上調。

花旗發表報告表示,中國的新目標意味著,未來十年每年新增超過75吉瓦的風力和光伏發電能力,考慮到中國大型電力公司雄心勃勃的可再生能源擴張計劃和地方政府的大力支持,實際數字可能會超過這一目標,重申看好風電設備製造商金風科技(2208.HK)、光伏設備製造商信義光能(0968.HK)和隆基股份(601012.SH)。

報告指,中國大型電力公司多數為國有企業,通常以規模為導向,熱衷於提高新的可再生能源發電能力,在資本開支方面將獲得大型國內銀行充足的信貸支持。與運營商相比,更看好設備供應商,因2021年起,電網平價會令新項目回報下降。

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