《大行報告》瑞信下調信義光能(00968.HK)目標價至13.5元 微升協鑫科技(03800.HK)目標價至5元
瑞信發表中國再生能源行業報告,預料今年成本下降將會成為內地公用事業和可再生能源公司需求復甦及盈利增長的主要驅動力。至於太陽能組件及風力渦輪發動機等成本按年跌20%至30%,主要是太陽能多晶矽供應去瓶頸化(debottlenecking)以及風力渦輪發動機價格傾向下跌。
該行表示,可再生能源營運商最可以受惠於成本下降,並同時能夠提高產力及擴大利潤;另外,下游太陽能組件的公司亦因需求急增而從中受惠,但由於煤炭成本壓力和競爭加劇,故該行並不看好燃煤獨立發電廠。
該行將信義光能(00968.HK)目標價由16.5元降至13.5元,維持「跑贏大市」評級。該行將協鑫科技(03800.HK)目標價由4.96元微升至5元,並維持「跑贏大市」評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.