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《大行》富瑞:英諾賽科(02577.HK)配股可解決2027年5,000萬美元資金缺口問題
阿思達克 07-23 11:10
富瑞發表研報指,英諾賽科(02577.HK)折讓近9%配售1,358萬股新股,預料將集資5.5億元,估算是次配股的攤薄效應為1.5%,所得資金可用於支持產能擴張,以提升市場採用率及降低單位成本。 富瑞指出,通過此次配股集資,英諾賽科將解決2027年預計約5,000萬美元的資金缺口問題,目前預測公司今年資本開支為5.7億元人民幣,至明年將增至14億元人民幣,相信英諾賽科將於今年下半年打入中國電動車供應鏈,明年加快產能擴張有助支持相關業務拓展,確保供應穩定性,並增強下游客戶如電動車廠商採用氮化鎵技術的信心,形成良性循環,給予「買入」評級,目標價從54.34元微降至54.29元。
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