港股異動丨彩虹新能源(0438.HK)大漲27%破頂 獲機構看高至3港元
格隆匯1月27日丨彩虹新能源(0438.HK)放量拉昇至26.82%,高見2.35港元破頂,成交額放大至2.72億港元,總市值80億港元。公司把握行業需求景氣機遇,快速擴張產能,安信國際預期2025年公司光伏玻璃產能超過10000t/d,銷售收入超過75 億元RMB。該行預測公司2020-22E 淨利潤增長分別為109.9%/114.0%/29.8%,首次覆蓋予以“買入”評級,給予目標價3港元,較現價有大幅上漲空間。預計2022年前行業供應緊張,光伏玻璃價格處於高位。行業處於量價齊升的景氣週期。認為公司作為行業排名第三,市佔率10%,同時積極擴張產能,業績增長潛力大。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.