港股異動 | 新特能源跌超18%,一季報低於中銀國際預期
週五港股早盤,新特能源低開低走,截至9:40,新特能源跌超18%,報17.98港元。
此前新特能源發佈首季業績,集團實現收入人民幣29.21億元,同比增加113.12%;公司擁有人應佔利潤2.42億元,同比增加376.81%。
中銀國際發佈研報稱,新特能源一季報低於該行預期約40%,其中多晶硅銷量、售價、成本均差於預期。但考慮到多晶硅價格近期快速上漲,應能足夠覆蓋公司高於預期的成本,該行上調了2021年的盈利預測13%至23.6億元,目標價降至30港元,仍維持“買入”評級。該行預計市場會對一季報有負面反映,但如果多晶硅價格能維持強勢,將支持新特股價回升。
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