《大行報告》麥格理:內地錄近年最大規模限電 料電池物料、再生能源商及上遊物料迎來機會
麥格理髮表報告表示,就內地錄得近年最大規模限電,預期電池物料、再生能源商及上遊物將迎來機會。
該行解釋,電池物料有助於減少碳排放,如鋰、電池原材料及聚偏二氟乙烯(PVDF)。而再生能源商方面,根據發改委的最新指南,允許地方政府不受限制地消費可再生能源,這可能會推動更高的太陽能、風能、水電費率,使龍源電力(00916.HK)、三峽能源(600905.SH)及海螺創業(00586.HK)等營運商受惠。
可再生上遊物料方面,該行指地方政府將更有動力安裝可再生能源,鼓勵跨省銷售和利用率提升,利好隆基股份(601012.SH)及陽光電源(300274.SZ)等。此外,對於綠色產品,該行指歐盟碳邊界調整機制鼓勵低碳產品,如申洲(02313.HK)是綠色電力採購前五名的企業,可反過來賦予他們在訂單或定價方面的議價能力,以支持國內綠色電力市場。
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