《大行》交银国际降协鑫科技(03800.HK)目标价至1.49元 评级升至“买入”

阿斯达克财经
01 Apr

交银国际发表研究报告指,协鑫科技(03800.HK) 颗粒硅的低碳优势尚未在售价上体现,但随着《光伏组件出口产品低碳评价要求(征求意见稿)》公布和欧盟碳关税2026年实施,预期颗粒硅相比棒状硅的折价将逐渐变为溢价,盈利优势将明显扩大。

该行考虑到多晶硅行业产能出清较慢,下调公司颗粒硅产量及售价,将目标价由1.77元下调至1.49元,惟认为近期股价回调后,该股估值吸引,将评级上调至“买入”。(sl/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-01 12:25。)

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