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《大行報告》匯豐研究:能源轉型仍是關鍵 升港華智慧能源(01083.HK)目標價至7.9元
匯豐研究發表報告,指出由於最近媒體討論內地「能耗雙控」政策於能源消耗方面或無法達致預期效果,近日內地公用股的股價有所調整,年初至今已平均回調約6%。 不過,該行仍然認爲電力短缺是結構性,而對可再生能源和輔助基建設施的需求將加速增長,因此認爲向清潔能源轉型和其他環境、社會和企業管治(ESG)改善爲主題的公司,將有獲重新評級的可能。 匯豐研究指出,能源轉型仍然是關鍵主題,當中首選中國電力(02380.HK)、港華智慧能源(01083.HK)及京能清潔能源(00579.HK),他們都是目標至2025年綠色能源產能達至35%至90%(目前介乎0%至58%),加上國策扶持下,相信可進一步重新評級。其中,該行將港華智慧能源的目標價由6.7元上調至7.9元,評級「買入」。
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