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港股異動丨金風科技(2208.HK)漲4% 多家大行唱多
格隆匯 11-04 14:14
格隆匯11月4日丨金風科技(2208.HK)漲4%,報10.92港元,總市值461億港元。金風科技(002202.SZ)則微漲0.25%。國家能源局表示,2020年1-9月全國可再生能源發電量達15305億千瓦時,同比增長約6.5%。其中,風電3317億千瓦時,同比增長13.8%。招銀國際發研報上調金風科技2020年每股盈利預測13.5%,目標價由7.7港元升57%至12.1港元,對應目標市盈率至11倍,維持“買入”評級。該行認為金風大致符合該行對毛利率反彈的預期,產品組合升級將是其推升毛利率的關鍵。匯豐研究發研報指,金風科技首三季風力發電渦輪機銷量表現強勁,付運8.3吉瓦,按年增加59%,預期今年外部渦輪機銷售指引提升至14吉瓦。維持金風科技評級為“買入”,相信公司可在內地2060年實現碳中和的大趨勢下受惠,目標價由11港元升至12.5港元。

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