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《大行報告》麥格理升協鑫科技(03800.HK)評級至「跑贏大市」 料多晶矽價格上半年見底
阿思達克 01-04 10:14
麥格理發表評級報告指,協鑫科技(03800.HK)聯營公司新疆戈恩斯能源科技議決向部分股東作股息分派,以及向部分股東所持有的註冊資本實行定向削減,對江蘇中能而言,從交易所收取總代價約54.7億元人民幣,集團確認協鑫科技擁有人應佔交易虧損約39.7億元人民幣。麥格理指,該交易令協鑫科技從美國UFLPA制裁名單中被除名,為公司海外擴張清除最後障礙。 該行將公司2023年盈利預測下調61%,在2026年至27年則分別上調26%及302%。該行維持其目標價為1.74元,評級由「中性」升至「跑贏大市」,主要原因是預料多晶矽價格上半年見底,以及海外擴張將刺激增長。(ca/u) ~
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