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《大行報告》摩通首予信義能源(03868.HK)及福萊特玻璃(06865.HK)「增持」評級 上調信義光能(00968.HK)目標價至13.25元
摩根大通發表研究報告,指上游光伏股自2月高位累跌約30%,由於多晶硅供應緊張憂慮,沒有像其他綠色概念股如電動車電池股一般復甦。該行認為是機遇,料現時多晶硅短缺屬暫時性,2022財年產能料增30%。該行建議投資者放眼今年下半年之後,收集具質素股份,迎接短缺紓緩後潛在市佔增加及強勁增長。

該行首選股2022財年約40%的增長空間料推升股價。該行擴大覆蓋及重整價值鏈內喜好次序,首予陽光電源(300274.SZ)、信義能源(03868.HK)及福萊特玻璃(06865.HK)「增持」評級,並維持隆基股份(601012.SH)「增持」評級。同時該行下調大全新能源(DQ.US)評級由「增持」降至「中性」,並首予通威股份(600438.SH)「中性」評級,因多晶硅周期已見頂。

考慮估值因素,該行首予福斯特(603806.SH)「中性」評級,並維持信義光能(00968.HK)「中性」評級,後者目標價由11元升至13.25元。詳細目標價另表。

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