星展银行发表研究报告,将协鑫科技(03800.HK) 的投资评级下调至“持有”,目标价更从1.65元大幅调低至1.12元。报告指出,尽管公司是全球颗粒硅主要生产商,且生产成本持续下降,但行业整合进程因政策介入而变得不明朗,加上近期关联收购作价偏高,故下调其估值预期。报告指,协鑫科技在颗粒硅领域的技术领先地位,其流化床反应器生产工艺耗电量较传统西门子法低约70%,现金生产成本已从去年首季每公斤...
Source Link星展银行发表研究报告,将协鑫科技(03800.HK) 的投资评级下调至“持有”,目标价更从1.65元大幅调低至1.12元。报告指出,尽管公司是全球颗粒硅主要生产商,且生产成本持续下降,但行业整合进程因政策介入而变得不明朗,加上近期关联收购作价偏高,故下调其估值预期。报告指,协鑫科技在颗粒硅领域的技术领先地位,其流化床反应器生产工艺耗电量较传统西门子法低约70%,现金生产成本已从去年首季每公斤...
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