港股异动 | 新特能源跌超18%,一季报低于中银国际预期
周五港股早盘,新特能源低开低走,截至9:40,新特能源跌超18%,报17.98港元。
此前新特能源发布首季业绩,集团实现收入人民币29.21亿元,同比增加113.12%;公司拥有人应占利润2.42亿元,同比增加376.81%。
中银国际发布研报称,新特能源一季报低于该行预期约40%,其中多晶硅销量、售价、成本均差于预期。但考虑到多晶硅价格近期快速上涨,应能足够覆盖公司高于预期的成本,该行上调了2021年的盈利预测13%至23.6亿元,目标价降至30港元,仍维持“买入”评级。该行预计市场会对一季报有负面反映,但如果多晶硅价格能维持强势,将支持新特股价回升。
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