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《大行報告》摩通下調風電股目標價7-18% 看好龍源電力(00916.HK)獲注入資產
摩根大通發表評級報告表示,從風電股上半年業績觀察所得,認為市場對風電板塊項目回報過度擔憂,更多指標表明離岸風力能源業務正在加速發展;上半年下游風電場運行風速較差,但補貼徵收理想;同時相信海底電纜擁有最高聚集點及屏障,令離岸風電發展增長強勁。 該行表示,在多間上游風電企業中,看好東方電纜(603606.SH)、其次為明陽智能(601615.SS)、金風科技(02208.HK),對日月股份(603218.SH)持謹慎;而在風電場方面,該行看好龍源電力(00916.HK)獲注入資產,是一個正面的催化劑,故成為該行首選。不過基於風電利用率下降及電價較預期疲弱,該行下調企業2022-24年盈測2%至19%,風電股目標價下調7%至18%。(ca/k) ~
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