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保利協鑫或向華能集團出售協鑫新能源逾半股權獲摩通看好兩者股價漲7%及20%
阿思達克 06-05 15:14

保利協鑫能源(03800.HK)可能向華能集團出售協鑫新能源(00451.HK)逾半股權,摩通指若能成功落實交易,除可釋放保利協鑫價值外,對協鑫新能源而言也是一個提升盈利交易,因國企持有人能夠以較低成本貸款再融資,給予兩者「增持」評級分別看0.57元及0.38元。協鑫新能源股價由逾六年低位急彈重越10天及20天線,最高見0.315元,現造0.3元,急彈20%,成交急增至1.75億股,創年半高;保利協鑫股價升破20天線,最高見0.53元,現造0.51元,續漲7.4%,成交增至1.55億股。

保利協鑫與協鑫新能源聯合公布,保利協鑫與國企中國華能集團之附屬華能集團香港訂立合作意向協議,可能出售其現持股62.28%的協鑫新能源51%股權。倘落實,可能導致協鑫新能源控制權出現變動及按例提出強制性全面要約;但強調交易未必一定進行。

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