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保利协鑫或向华能集团出售协鑫新能源逾半股权获摩通看好两者股价涨7%及20%
阿思达克 06-05 15:14

保利协鑫能源(03800.HK)可能向华能集团出售协鑫新能源(00451.HK)逾半股权,摩通指若能成功落实交易,除可释放保利协鑫价值外,对协鑫新能源而言也是一个提升盈利交易,因国企持有人能够以较低成本贷款再融资,给予两者「增持」评级分别看0.57元及0.38元。协鑫新能源股价由逾六年低位急弹重越10天及20天线,最高见0.315元,现造0.3元,急弹20%,成交急增至1.75亿股,创年半高;保利协鑫股价升破20天线,最高见0.53元,现造0.51元,续涨7.4%,成交增至1.55亿股。

保利协鑫与协鑫新能源联合公布,保利协鑫与国企中国华能集团之附属华能集团香港订立合作意向协议,可能出售其现持股62.28%的协鑫新能源51%股权。倘落实,可能导致协鑫新能源控制权出现变动及按例提出强制性全面要约;但强调交易未必一定进行。

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