《大行報告》匯豐研究上調協鑫科技(03800.HK)目標價至4.7元 評級「買入」
匯豐環球研究發表報告指,與其他太陽能股比較,協鑫科技(03800.HK)股價近期表現良好,可見只作長倉的投資者的興趣上升。不過,部分投資者仍對集團的粒狀多晶矽技術持懷疑態度,多數的關注點包括拓展能力、成本優勢和質素問題。
該行預期,隨着集團下一個裏程碑,即是7月初位於四川樂山的10萬噸新工廠開工,將解決市場對粒狀多晶矽拓展能力等的憂慮,樂山的生產也可更好證明顆粒狀聚合物的成本優勢和質素。
匯豐研究上調協鑫科技股份目標價,由4元升至4.7元,評級維持「買入」。
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