《大行報告》摩通上調中集安瑞科(03899.HK)目標價至11.5元 受惠歐洲天然氣價格飆升
摩根大通發表報告,相信中集安瑞科(03899.HK)有良好定位,可捕捉歐洲天然氣價格飆升,及全球液化天然氣(LNG)貿易隨之增加的機會,其中上半年來自海外的天然氣/LNG設備訂單已按年增長70%。
本土市場方面,摩通指內地燃料及電動汽車補貼計劃逐步推出,對中集安瑞科下半年的氫氣設備新訂單而言是好兆頭,加上進入滬港通或會增加流動性,在多重利好下該行維持對集團股份「增持」評級,目標價由10.5元升至11.5元,並為LNG/氫氣設備行業首選。
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