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《大行報告》美銀證券下調光大環境(00257.HK)目標價至6.2元 評級「買入」
阿思達克 05-21 10:01
美銀證券發表研究報告指,內地當局於近月發布了新一批可再生能源發電補貼項目清單,光大環境(00257.HK)有6個廢棄物轉製能源項目被納入其中,合計涉及產能每日4,800噸可獲政府補貼,較去年底止產能提升16.5%。

該行預期,隨著內地當局加強發展廢轉能項目,光大環境未來今年獲得的補貼有80%可於5年後到位,水平較保守。國家發改委於5月發布了有關「十四五」城鎮生活垃圾分類和處理設施發展規劃,預期焚化處理能力每日增加22萬噸,較該行預期低,相應將光大環境2021至2023年新增廢轉能每日處理能力由預測1.5萬、1.2萬及1萬噸,降至預測每日6,000噸,但將利用率預測提升至101%至106%。

美銀將今年每股盈利預測上調1%,並將2022至2023年每股盈利預測分別下調15%及上調18%,目標價降至6.2元,維持「買入」評級。

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