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大行評級|交銀國際:下調新特能源目標價至18.05港元 維持“買入”評級
交銀國際發報吿指,新特能源多晶硅價格大跌導致業績鋭減,但股價或已充分反映,維持“買入”評級。公司上半年歸母淨利潤同比下降15.3%至47.6億元,其中2季度環比鋭減62.7%至12.9億元,主要是由於多晶硅均價環比大跌36%。較長時間的檢修推升上半年多晶硅全成本至7.5萬元/噸。檢修8月已全部結束,管理層預料滿產後成本將大幅下降。交銀國際表示,現在多晶硅價格已接近底部,一次性檢修高成本消除,目前股價已充分消化利空因素,繼續基於8倍2024年預測市盈率,將目標價由19.4港元下調至18.05港元。
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