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港股異動 | 風電股大跌 龍源電力(0916.HK)下挫近14%
格隆匯 03-03 10:35
格隆匯3月3日丨港股風電股集體下挫,龍源電力大漲近14%,大唐新能源跌5.4%,金風科技跌超4%。昨晚(3月2日)能源局公佈2021年風電光伏開發的徵求意見稿。中銀國際預計,市場會對徵求意見稿反應負面,擔心新能源運營商的增長和新老項目的回報率下降。該政策設定較為激進,如不盡快界定操作細則可能反而會傷害可再生能源的發展。此外,日前龍源電力遭摩根大通減持1426萬股,涉資約1.72億港元。但該行認為徵求意見稿還不是最終政策,二來補貼拖欠解決的方案仍有望於近期出台,提升運營商的估值。

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