大行評級|瑞銀:上調金風科技目標價至6港元 重申“買入”評級
瑞銀髮表研報,將金風科技的目標價由4.6港元上調至6港元,重申“買入”評級。瑞銀預期,金風科技出口加速將會加快,2025年中國市場以外的市場率將達5%。隨着海外市場高投標價持續增長,金風科技將受惠於海外風電平均售價上升的推動力,料其2024至2026財年出口渦輪機利潤率,將分別按年升12%、13%及14%;內地渦輪機毛利率將分別升3%、6%及8%。瑞銀亦預計,金風科技的渦輪機業務在2022至2024財年錄得虧損後,將於2025財年實現扭虧為盈。預計渦輪機將達到收支平衡,毛利率料介乎7%至8%。另外,瑞銀將金風科技2024至2026財年盈利,分別上調1%、7%及14%,意味2023至2028財年盈利複合年均增長率為36%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.