《大行》摩通:内地光伏行业受乐观情绪带动 选股宜聚焦盈利增长前景 审慎看待燃气板块

阿斯达克财经
Jan 27

摩根大通就内地公用行业发表研究报告。该行表示,去年内地海上风电机组采购容量达到8.42吉瓦,其中明阳智能(601615.SH) 以2.1吉瓦位居首位,金风科技(02208.HK) 则以1.2吉瓦位列第四。受商业航天及太空太阳能发展的正面情绪推动,两间公司的股价在今年初均显著上扬。在风电上游领域,该行建议投资者转为关注东方电缆(603606.SH) 。另外,受太空太阳能及商业航天发展的乐观情绪带动,...

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