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《大行報告》匯豐研究上調中集安瑞科(03899.HK)目標價至10.2元 評級「持有」
匯豐環球研究發表報告指,中國正把焦點放於將氫能作為主要能源,國內最大的氫能生產商中石化(00386.HK)將會開始綠色氫能生產,並計劃在未來五年興建超過1,000座加氫站。 該行相信,中集安瑞科(03899.HK)將受惠於氫能市場增長,其與Hexagon Purus的氫能合資企業可發掘氫氣罐及相關系統的市場機會,預期集團的氫能業務去年可貢獻2億元人民幣的收入。 匯豐研究上調中集安瑞科股份目標價,由10元升至10.2元,評級維持「持有」,並預期集團去年盈利將按年增長62%,經過強勁反彈後今年盈利表現料將回復正常。
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