《大行報告》中金:保利協鑫(03800.HK)回歸港股通 硅料景氣延續帶來發展機遇
保利協鑫(03800.HK)今早股價抽上,半日升9.3%收2.82元。中金近日發表報告表示,根中國投資信息早前通知,保利協鑫(03800.HK)股票調整入港股通,已於3月7日生效。
該行指,需求旺盛背景下,2022年1月以來硅料價格維持高位超市場預期,當前每公斤價格逾240元人民幣,該行預計2022年硅料環節供需景氣延續,全年每公斤均價或達180元以上,供給偏緊也有望為保利協鑫顆粒硅技術的規模化擴產、產品品質提升、以及下游驗證導入提供發展機遇。
該行指,維持保利協鑫2021至2023年盈利預測不變,維持「跑贏行業」評級和目標價3.7港元,較當前股價有26%的上行空間。
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