花旗发表研究报告,重申对金风科技的“买入”评级,目标价从7.5港元上调至9港元。基于最新行业数据,该行认为中国风电新增装机量超出预期,全年按装机口径计算预料按年增长38%至120GW,电网并网量亦预料突破100GW,高于该行此前预测的90GW。憧憬风机投标价格年内将上涨10%,花旗预计金风的销售毛利率可从2024年的4%提升至今明两年的7%及10%,另外亦看好市场替换需求将成新增长点。
花旗发表研究报告,重申对金风科技的“买入”评级,目标价从7.5港元上调至9港元。基于最新行业数据,该行认为中国风电新增装机量超出预期,全年按装机口径计算预料按年增长38%至120GW,电网并网量亦预料突破100GW,高于该行此前预测的90GW。憧憬风机投标价格年内将上涨10%,花旗预计金风的销售毛利率可从2024年的4%提升至今明两年的7%及10%,另外亦看好市场替换需求将成新增长点。
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