港A兩地光伏股走高 高盛調整新能源股目標價 予福萊特玻璃、信義光能買入評級
格隆匯5月17日丨港A兩地光伏股走高,港股方面,福萊特玻璃漲近4%,信義光能、新特能源漲超2%,信義玻璃、福耀玻璃跟漲;A股方面,上能電氣漲7.77%,帝爾激光漲超5%,通威股份、晶澳科技、中來股份漲超4%,高測股份、福萊特、福斯特等跟漲。高盛發表報吿指,該行覆蓋研究的中資新能源股,於去年第四季及今年首季的交付有強勁增長,但毛利走勢則各異。雖然內地疫情爆發導致部分物流受影響,但該行相信太陽能今後的勢頭會持續強勁。高盛調整對中資新能源股的目標價,稱其覆蓋的中資太陽能及風能股,年初至今股價已平均下跌15%及29%,相信表現疲弱是由於部分企業去年第四季業績差,及市場對疫情相關的生產及物流破壞有憂慮。不過,有關太陽能及風能股現時估值相當於今年企業內含價值(EV/EBITDA)的13.6倍及15.3倍,低於三年曆史平均的13.8倍及19.5倍,相信估值有吸引力。



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