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大行評級|大和:上調金風科技目標價至4.4港元 上調2024至25年純利預測
大和發表報吿指,金風科技2025年股價淨值比為0.2倍,基於穩定的風電機組平均售電價格和基本面,認為該股值得重新評級。因此將金風科技的評級由“持有”上調至“跑贏大市”,並將目標價由3.8港元上調至4.4港元。大和認為,由於去年第二季盈利為1,700萬元,在低比較基數下,今年第二季業績可能出現強勁的按年增長,並指未來基本面風險有限。大和上調金風科技2024至2025年純利預測13至18%,但考慮到風電基本面及風場執行穩定,下調2026年盈利預測4%。
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