《大行报告》摩通首予信义能源(03868.HK)及福莱特玻璃(06865.HK)「增持」评级 上调信义光能(00968.HK)目标价至13.25元
摩根大通发表研究报告,指上游光伏股自2月高位累跌约30%,由於多晶硅供应紧张忧虑,没有像其他绿色概念股如电动车电池股一般复苏。该行认为是机遇,料现时多晶硅短缺属暂时性,2022财年产能料增30%。该行建议投资者放眼今年下半年之後,收集具质素股份,迎接短缺纾缓後潜在市占增加及强劲增长。
该行首选股2022财年约40%的增长空间料推升股价。该行扩大覆盖及重整价值链内喜好次序,首予阳光电源(300274.SZ)、信义能源(03868.HK)及福莱特玻璃(06865.HK)「增持」评级,并维持隆基股份(601012.SH)「增持」评级。同时该行下调大全新能源(DQ.US)评级由「增持」降至「中性」,并首予通威股份(600438.SH)「中性」评级,因多晶硅周期已见顶。
考虑估值因素,该行首予福斯特(603806.SH)「中性」评级,并维持信义光能(00968.HK)「中性」评级,後者目标价由11元升至13.25元。详细目标价另表。
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