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《大行報告》中金升創維(00751.HK)評級至「跑贏行業」 目標價大幅上調至6.94元
阿思達克 12-13 15:09
中金髮表報告,指創維(00751.HK)去年進軍農村戶用光伏(PV)市場,今年至今光伏業務快速增長,已成爲民用光伏領域的領導者。該行將創維評級升至「跑贏大市」,目標價大幅1.68倍上調至6.94元。 中金將創維今年和明年盈利預測分別上調3%和20%,至10.3億元和14.3億元人民幣。 中金錶示,民用光伏與其他能源相比具有優勢,滲透率相對較低,在內地僅爲有1.8%,表明增長空間大,認爲2025年中國的民用光伏累計裝機容量將達到200吉瓦,對應2021至2025年間的複合年增長率爲34%,光伏總裝機容量可達1,200至2,200吉瓦。中國加快縣級民用光伏應用的舉措,應可支持民用光伏的發展。
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