《大行報告》匯豐研究降上海電氣(02727.HK)評級至「持有」 目標價下調至2.1元
匯豐研究發表報告,指今年以來風電設備行業競爭加劇,並較該行原先預期劇烈,壓抑上海電氣(02727.HK)增長展望,在這背景下,內地風力發動機價格大跌,由去年底每kw逾4,000元人民幣跌至現時每kw低於2,500元人民幣。同時,留意到更多市場參與者瞄準離岸風電市場,即上海電氣現時領先的市場。該行認爲以上因素爲上海電氣市場地位及增長展望構成挑戰,降2021及2022年盈測介乎14%至38%,並降其H股投資評級由「買入」下調至「持有」,目標價由3.3元降至2.1元。
在其風電板塊附屬電氣風電(688660.SH)次季在上交所科創板上市後,該行認爲上海電氣未來正面催化劑有限。
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