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《大行报告》美银证券下调光大环境(00257.HK)目标价至6.2元 评级「买入」
阿思达克 05-21 10:01
美银证券发表研究报告指,内地当局於近月发布了新一批可再生能源发电补贴项目清单,光大环境(00257.HK)有6个废弃物转制能源项目被纳入其中,合计涉及产能每日4,800吨可获政府补贴,较去年底止产能提升16.5%。

该行预期,随着内地当局加强发展废转能项目,光大环境未来今年获得的补贴有80%可於5年後到位,水平较保守。国家发改委於5月发布了有关「十四五」城镇生活垃圾分类和处理设施发展规划,预期焚化处理能力每日增加22万吨,较该行预期低,相应将光大环境2021至2023年新增废转能每日处理能力由预测1.5万、1.2万及1万吨,降至预测每日6,000吨,但将利用率预测提升至101%至106%。

美银将今年每股盈利预测上调1%,并将2022至2023年每股盈利预测分别下调15%及上调18%,目标价降至6.2元,维持「买入」评级。

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