《大行》花旗降协鑫科技(03800.HK)目标价至1.3元 料全年仍录亏损

阿斯达克财经
May 14

花旗发表报告,预计协鑫科技(03800.HK) 2026年仍将亏损,此前预期为净利润,主要因自2026年第一季以来多晶硅需求疲弱,导致销售价格及销量下滑,加上减值损失增加。受盈利预测下调影响,该行将目标价由1.72元下调至1.3元。尽管下调盈利预测,该行维持协鑫科技“买入”评级,因多晶硅价格似乎已见底,目前已跌至大部分企业平均现金成本以下,若监管机构下半年收紧能耗要求及价格监管,价格有望反弹;公司...

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