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《大行報告》匯豐研究降信義光能(00968.HK)及信義能源(03868.HK)目標價 風險仍在評級「持有」
匯豐研究發表研報指,信義光能(00968.HK)去年盈利按年增長10%,超出該行及市場預期,主要來自於產能增加、去年下半年天然氣成本較低以及營運效率提升。雖然光伏行業整體前景並不明朗,但考慮到供需關係正向好的方向調整,匯豐研究對太陽能玻璃子行業持相對樂觀看法。 該行預期,生產商今年將受惠於較低的投入成本,同時隨著供應增長放緩,產品平均售價料將保持穩定。不過考慮到市場供應競爭激烈,信義光能在多晶硅業務的發展將帶來不確定性,風險仍然存在,因此維持「持有」評級,目標價由4.4元下調至4.3元。 該行又指,信義能源(03868.HK)去年利潤率回升,業績超預期,期內人民幣貶值及利息成本上升的影響抵銷了發電業務的增長。憧憬新增產能及成本控制措施可帶來優勢,加上今年收購步伐可能加快及現價估值合理,匯豐研究亦維持對信義能源的「持有」評級,目標價由1.3元下調至1.2元。
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