《大行報告》大摩相信金風科技(02208.HK)股價30日內將升 評級「增持」
大摩發表報告指金風科技(02208.HK)股價30日內將升,發生機率約60%至70%。目標價18.12元,評級「增持」。
大摩指,金風科技今年上半年業績令人鼓舞,淨利潤18.49億元人民幣(下同),按年增長45%,高於該行所預期的41%。不計入一次性項目,估計核心盈利提高至13.81億元,而去年同期為10.27億元。
大摩估計,金風科技第二季度的核心利潤在季度基礎上保持穩定,因為風機銷售量增加、平均售價和毛利率擴大,抵銷了第二季度因季節性因素導致的風電場營運下降。平均風電整機毛利率20.5%(按年升8.3個百分點),相信有望實現2021財年風電整機毛利率18%的指導目標。
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