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大行評級|瑞銀:對中國渦輪機原始設備製造商前景樂觀 上調金風科技目標價至9.5港元
瑞銀髮表報吿指,對中國渦輪機原始設備製造商前景持樂觀態度。其分析顯示,考慮到以下因素,包括供需動態、風電項目的回報、以及地緣政治風險,認為中東和非洲以及東盟地區,對中國的渦輪機制造商來説是最有利的市場。該行對渦輪機制造商的偏好依次排序是金風科技、明陽智能、三一重能,對金風科技目標價由6港元升至9.5港元,維持“買入”評級。該行解釋指,金風科技定位最佳,因為它業務最多元化,擁有各個地區的海外訂單,並專注於有吸引力的市場;海外訂單積壓和出口能見度最高;在海外市場擁有超過15年的經驗;對歐盟無明顯的出口量,對美國市場亦沒有敞口。
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