《大行報告》瑞信:保利協鑫(03800.HK)近期股價調整提供吸引入市點 評級「跑贏大市」目標價4元
瑞信發表報告,指保利協鑫(03800.HK)過去兩天股價調整24%,可能是由於獲利回吐和關於光伏股龍頭隆基部份(601012.SH)產品遭美國扣關的消息影響市場情緒。然而,該行認爲多晶硅的強勁基本面保持不變,並相信這次回調爲協鑫創造了一個具有吸引力的買入點,加上估值不高,予「跑贏大市」評級,目標價4元。
瑞信指,美國佔全球太陽能需求15%左右,認爲貿易爭端不太可能對多晶硅產生有意義的影響,因爲供應緊張。
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