港股异动 | 金风科技(02208)跌超3% 股价创逾四个月新低 小摩指其去年盈利可能未达预期

智通财经
03 Feb

智通财经APP获悉,金风科技(02208)跌超3%,低见5.22港元创去年9月以来新低。截至发稿,跌3.48%,报5.27港元,成交额1627.71万港元。

消息面上,摩根大通近日研报指出,金风科技股价在1月27日下跌10%,可能是由于金风未能在发盈喜限期前发出该类公告,推测金风可能未能达到2024年盈利按年增长87%的市场预期水平。该行将金风盈利可能未达预期,归因于处置风电项目的规模和时机,认为处置收益将影整体盈利表现,但强调并未反映在当前股价或该行估值框架中,因此虽然该公司股价短期内或仍会波动,该行依旧维持对“增持”评级,看好涡轮机业务有潜在反弹机会,又指公司未有发布盈警公告,反映去年第四季不太可能取得极大规模的减值损失。

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