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《大行报告》大摩上调新天绿色能源(00956.HK)目标价至3.44元 评级「增持」
阿思达克 05-11 11:06
摩根士丹利发表研报指,根据新天绿色能源(00956.HK)管理层制定的指引,预计今年将有超过1GW的新风电产能投用,远高於此前的500至600MW指引,当中有约391MW已於首季启用。截至去年底止,公司有1,071MW风电产能已连接但尚未启用。

大摩指,在天然气方面,管理层预期今年利润空间将有所提升,胜於早前预期;另外非公开发行A股已获中国证监会受理。

大摩认为今年天然气量可能放缓,但预期明年稍後时间液化天然气投用,将成为公司未来具成本优势的长期增长动力,因此将今、明两年净利润预测上调9.3%及3.4%,并预期2023年净利润可达到22.06亿元人民币,预测今年股息率可达6.2%,将目标价由3元上调至3.44元,予「增持」评级。

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