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《大行報告》摩通首予福萊特玻璃(06865.HK)及信義能源(03868.HK)「增持」評級 升信義光能(00968.HK)目標價
摩根大通發表研究報告指,上游太陽能股份自2月高位累跌約30%,由於多晶矽供應持續緊張,該等股份未有跟隨其他綠色能源股(如電動車電池)復甦。該行認為呈入市機會,料現時多晶矽供應緊張屬暫時性,今年產能有望增長30%。 報告建議投資者收集有能力擴大市佔,及在多晶矽供應緊張過後可有強勁增長的高質素股份,該行首選股今年增長約40%的憧憬料推動股價向上。該行擴大行業覆蓋,在行業價值鏈重列喜好次序,建議「增持」陽光電源(300274.SZ)(首次覆蓋)、福萊特玻璃(06865.HK)(首次覆蓋)、隆基股份(601012.SH)及純太陽能電場信義能源(03868.HK)(首次覆蓋);並降大全新能源(DQ.US)評級至「中性」,首予通威股份(600438.SH)「中性」評級,因多晶矽周期已見頂。另按估值考慮,予福斯特(603806.SH)(首次覆蓋)及信義光能(00968.HK)「中性」評級,後者目標價由11元上調至13.25元。詳細評級及目標價見另表。
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