《大行》匯豐研究升金風科技(02208.HK)目標價至9.3元 上半年業績勝預期
匯豐研究發表報告指,金風科技(02208.HK)上半年業績勝預期,根據中國公認會計原則,公司上半年淨利潤為14.88億元人民幣,按年增長7%,意味第二季淨利潤為9.19億元人民幣,按季增長62%,高於市場及該行預測。
匯豐研究維持對金風科技「買入」評級,相信儘管利潤率相對離岸及海外市場為低的內地陸上風電產品訂單交付下半年佔比增加,但金風科技製造業務的基本面將繼續改善,主要由於未來幾年利潤率較高的強勁海外訂單。金風科技H股目標價由9港元調高至9.3港元,金風科技A股目標價由12.6元人民幣升至13.1元人民幣。
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