《大行報告》摩通升信義光能(00968.HK)及福萊特玻璃(06865.HK)目標價 傳內地電網可能接入更多新能源
摩通發表報告指出,市傳內地電網可能接入更多新能源,該行認為有關傳聞是有可能的,主要考慮到內地近來可再生能源利用率管理在「合理水平」、推動分散式發電(DG)部署的政策,以及策略性固定資產投資推動經濟增長。
該行對中國今年光伏安裝量預測上調21%,至255吉瓦。當中料光伏玻璃最能受惠,因其於旺季的供應可能緊張。該行重申對信義光能(00968.HK)及福萊特玻璃(06865.HK)的「增持」評級,對信義光能的目標價由6.4元上調至7.6元,對福萊特玻璃的目標價由20.5元上調至23.5元。
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