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《大行報告》大摩降中海石油化學(03983.HK)評級至「與大市同步」 上調中化化肥(00297.HK)目標價至1.94元
摩根士丹利發表研究報告指,今年至今中國化肥股股價累升146%,相信行業未來數年供需展望仍然維持健康,且價格穩健,首選中化化肥(00297.HK)、中海石油化學(03983.HK),其中中化化肥目標價由0.95元升至1.94元,評級「增持」評級;中海石油化學目標價由1.8元升至2.84元,評級則由「增持」降至「與大市同步」。 該行指,在十四五規劃,行業仍然受政策支持,因此支持中化化肥市佔率和利潤率擴張。該行預期,今明兩年全球糧食價格將保持彈性,繼續刺激種植,因此亦爲中國的化肥價格提供良好支持。
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