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花旗:予福萊特(H股)、通威股份買入評級 目標價31.7港元和41元
格隆匯 12-22 13:44

花旗發表研究報告指,看好玻璃和多晶硅領域的中國領先公司,料受惠於全球可再生能源需求增長,且中國在太陽能製造能力方面佔據主導地位,予福萊特玻璃(6865.HK)股和通威股份(600438.SH)買入評級,並予目標價分別為31.7港元和41元人民幣。

花旗續指,碳減排壓力之下,全球太陽能需求明年將增長28.5%,並將長期保持增長,另有約74%-97%的主要太陽能產能位於中國,中國太陽能領域的領先企業將受益於全球需求的增長和整合帶來的市佔率提升。

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