《大行》摩通降金風科技(02208.HK)評級至「中性」 目標價升至10.3元
摩根大通研究報告指,金風科技(02208.HK)上半年業績勝預期,核心風機業務毛利率達8%,高於管理層全年7%的指引及該行原先預期的6.4%。風電場營運與資產處置收益低於預期,但該行認為市場對風電場業務的挑戰已有充分認知。
該行將2025至27年盈利預測上調3%至7%,並將H股目標價上調34%至10.3港元,金風A股(002202.SZ)目標價升29%至14.6元人民幣;H股評級由「增持」降至「中性」,重申對A股「增持」評級。
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