瑞信料今年成本降利好行業 再生能源及太陽能股跑贏大市
瑞信發表中國再生能源行業報告,預計今年太陽能組件及風力渦輪發動機等成本進一步下降,將提振再生能源及太陽能股盈利能力。
相關股今天普遍跑贏恆指(半日市反覆續升110點或0.5%,收21,162),尤其是獲瑞信維持「跑贏大市」評級仍看13.5元藍籌信義光能(00968.HK)四連升,股價重越百天線(9.2元),最高見9.98元,半日收9.87元,續升8%,成交增至2,821萬股。日前獲瑞銀給予「買入」評級看3.5元的信義能源(03868.HK)持續上升,最高見3.18元,創近四個月高,半日收3.1元,升6.9%,成交增至1,215萬股。日前獲里昂升價至15.4元的藍籌信義玻璃(00868.HK)升2.5%,曾高見16.9元創逾五個月高。
獲瑞信維持「跑贏大市」評級,並略升價至5元的協鑫科技(03800.HK)重越10天及20天線,半日回升5.5%,報2.1元,曾高見2.14元,成交增至2.73億股。協鑫新能源(00451.HK)高見1.43元,半日升3.8%,報1.38元。新特能源(01799.HK)反覆回升6.9%,曾高見15.7元。
水發興業能源(00750.HK)曾高見1.07元創逾四個月高,半日續升9.7%,報1.02元,成交急增至557萬股。新天綠色能源(00956.HK)、中廣核新能源(01811.HK)及及大唐新能源(01798.HK)升逾6%至8%,曾分別高見3.68元、3.07元及2.67元。此外,中資電力股也全面升1.6%至5.9%,龍源電力(00916.HK)升5.9%最強,半日收11.48元。
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