《大行報告》中金上調金風(02208.HK)目標價至23.68元 評級「跑贏大市」
金風科技(02208.HK)今年首三季營業收入335.5億元人民幣,按年下降9.4%,錄得純利30.13億元人民幣,增長45.6%,創新高。中金公司發表報告指,由於金風科技在第三季入賬約4.4億元人民幣減值損失,相信實際業績會更好,第三季業績亦較市場預期好,風力發電機組出貨量增長,毛利率穩健。該行將金風科技H股目標價上調11.7%至23.68元,維持「跑贏大市」評級。
中金預計,金風科技出貨量在明年恢復增長,並受惠於政策支持以及成本因技術進步大幅下降,將金風科技今明年兩年淨利潤預測各上調5.6%。
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