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《大行報告》摩通上調龍源電力(00916.HK)目標價至15.4元 升大唐新能源(01798.HK)目標價至2.3元
阿思達克 01-12 10:24
摩根大通發表報告,對中國風電場營運商的看法更加正面,認為內地上周公布全國碳交易計劃顯示政府將成本推向污染者,以壓抑二氧化碳排放的決心。

該行認為,有關舉動可見內地政府希望透過與一般經濟分擔減碳成本,補救新能源補貼支付延遲的問題,而此有望釋放風電及太陽能電場的資金,促進中國在實現氣候變化方面的目標。

為反映更快的補貼收款及微調其他經營假設,摩通上調龍源電力(00916.HK)股份目標價,由10.6元升至15.4元,大唐新能源(01798.HK)目標價亦由1.63元上調至2.3元,兩企評級均為「增持」。該行提到,大唐新能源有更高的風險回報,而未來的正面催化劑包括補貼問題有更多潛在政策公布,及龍源A股上市有更多詳情。

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