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港股異動 | 利好疊加 保利協鑫能源(3800.HK)5日累計升幅近20%
格隆匯 12-28 11:47
格隆匯12月28日丨保利協鑫能源(3800.HK)拉昇漲近5%,5日累計升幅近20%。報2.72港元,總市值734億港元。日前公司完成50億港元融資,本次參與保利協鑫股票配售的均為長線投資者,主要由高瓴資本、新華資產領投,鴻商資本參與。實際上,這不是高瓴第一次在光伏領域出手。有投資人士表示,高瓴善於龍頭打法,即買行業的龍頭。瑞信認為保利協鑫的風險回報吸引,予其“跑贏大市”評級,目標價4港元。該行估計公司今年至2023的產量年均複合增長率為142%。

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