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港股異動 | 保利協鑫能源(3800.HK)漲6.64% 2021年扭虧為盈 瑞信上調目標價
格隆匯 03-30 09:49
格隆匯3月30日丨保利協鑫能源(3800.HK)漲6.64%,報2.73港元,總市值739億港元。該公司3月28日發佈業績,截至2021年12月31日止年度,公司收入197億元人民幣,同比增長34.3%;毛利73.48億元,同比增長95.8%;公司擁有人應占年內利潤50.84億元,上年同期虧損56.68億元;每股基本盈利及每股攤薄盈利分別為人民幣20.68分及人民幣20.65分。瑞信發研報指,得益於其太陽能電場資產的成功縮減以及多晶硅業務的強勁現金流,淨負債率從2020年的176%顯着降低至2021年9%。此外,其年初至今累計247元/公斤的售價也一直強於市場預期,預計集團的同比盈利勢頭持續至今年上半年。由於多晶硅平均售價升高,將2020年每股收益提高9.7%。由於研發支出增加,將2023-24年每股收益小幅下調0.3-0.7%,目標價從4.4港元上調2.3%至4.5港元,維持“跑贏大市”評級。
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