《大行報告》大和上調對內地風電板塊看法至正面 升龍源、大唐新能源及潤電目標價
大和發表報告,預計「十四五」期間新增風電裝機量約200吉瓦,主要來自公用事業可再生能源基地的125吉瓦,2025年陸上風電資本支出將由2020年水平下降37%,期間海上風電資本支出下降38%。該行將中國風電行業評級由「中性」上調至「正面」,看好風電機組組件的製造商,例如軸承、毛利率壓力有限的海底電纜。
大和表示看好龍源電力(00916.HK)、大唐新能源(01798.HK),對兩股評級爲「買入」,目標價分別調升至22元及4.2元;並將新天綠色能源(00956.HK)評級由「跑贏大市」上調至「買入」,目標價升至8元。另外對華潤電力(00836.HK)持「跑贏大市」評級,目標價升至30元。該行指,金風科技(02208.HK)因價格壓力毛利率面臨壓縮,對其評級「持有」,目標價略降至16.2元。
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