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《大行報告》摩通升金風科技(02208.HK)評級至「中性」 下調信義光能(00968.HK)目標價至9.1元
摩根大通發表報告指,過去一至兩個月內地上游太陽能和風能板塊表現廣泛落後大市,是由於中國可再生能源板塊資金外流、部分元件企業盈利能力欠佳,以及市場對需求前景的憂慮。 該行表示,由於競爭加劇,對太陽能光伏組件企業盈利能力持謹慎態度,重申對福萊特玻璃(06865.HK)、信義光能(00968.HK)和陽光電源(300274.SZ)的「增持」評級,當中,信義光能的目標價由9.8元下調至9.1元,福萊特玻璃由29.75元降至27.5元。不過,下調晶澳科技(002459.SZ)評級至「中性」,另降隆基綠能(601012.SH)評級由「中性」下調至「減持」。 在風電設備方面,該行認為,隨著審批流程順利進行,中國海上風電開發在今年上半年放緩的情況將在明年得到改善。考慮估值因素,該行將金風科技(02208.HK)H股評級由「減持」上調至「中性」,目標價由5.5元降至4.3元。
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