高盛:維持福萊特玻璃、信義光能等“買入”評級 上游製造商受惠於綠電交易
高盛發佈研究報吿稱,內地推行綠色電力交易將加大對可再生能源的需求,上游的太陽能、風能設備製造商也將受惠。並認為國電南瑞(600406.SH)將最為受益於建基在可再生能源上的新能源系統。該行維持陽光電源(300274.SZ)、隆基股份(601012.SH)、福萊特玻璃(6865.HK)、信義光能(0968.HK)、通威股份(600438.SH)、大全新能源(DQ.US)及國電南瑞的“買入”評級。
報吿稱,內地開展綠色電力交易試點,加快構建以新能源為主體的新型電力系統。報吿認為,試點的推行是為了迴應中國“3060”承諾,以達至低碳、安全和經濟的電力系統,綠電交易的盈利將用於支持可再生能源的發展及攝入。
該行指,只有少數企業願意承擔額外的成本使用綠色能源,而當地政府需要開展深入調查及完成基礎準備工作以支持綠電交易。此外,北京和廣州的電力交易中心已形成定價、簽約和優先結算的平台而滿足綠電交易的需要。
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