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大和:新天綠色能源(0956.HK)中期業績勝預期 重申買入評級
格隆匯 07-13 13:29

大和發表報吿,將新天綠色能源(0956.HK)目標價從4.1港元升至4.7港元,重申買入評級。

報吿指,公司發盈喜,料上半年純利將會上升60.5-70%至15.2億-16.1億元人民幣。該行認為,公司上半年盈利好於預期,主要由於售氣量增長好於預期,同時均價亦有上升。另外,公司亦指,風電首五個月發電量按年增長50.2%。

報吿又指,公司在三月公佈,可再生能源將在2030年前每年擴張5億瓦,將會在2030末增長至10吉瓦,現時公司估值仍低於純風電公司或燃氣公司。另外,公司正計劃在非公開發行A股,以集資51億元人民幣,大和認為是公司為未來增長籌集資金,同時最小股份稀釋的方式。

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