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花旗:看好清潔能源公司 首選信義光能等
花旗發表研究報吿指,36間公用事業和清潔能源公司在8月份 公佈了今年上半年業績表現,當中14間超出預期、13間符合預期,9間遜於預期,受惠於中國環境政策,未來亦看好清潔能源公司,因相關行業將有大量的增長空間,首選股是信義光能(0968.HK) 、隆基股份、新奧股份、港華燃氣、龍源、華潤電力和國電南瑞。
花旗認為,香港公用事業股份具防禦性,早前下調中電評級,因為海外經營環境充滿挑戰,但預計不會削減每股派息,長江基建和電能實業的收益因回報重置而減少,但因英鎊和澳元升值而受益,亦指現時離香港中華煤氣預料在2024年把生物質業務分拆尚有一段距離,但認為對粵海投資房地產擔憂似乎過頭。
該行續指,大部分太陽能設備製造商的盈利較預期好,預料今年下半年它們的銷量應該會上升。 隨着政府政策支持及潛在的增長,看好中國太陽能行業,料未來太陽能玻璃價格上行空間較多。
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