花旗:维持思格新能源(06656)“买入”评级 目标价500港元

智通财经
Oct 09

智通财经APP获悉,花旗发布研报称,给予思格新能源(06656)“买入”评级,目标价500港元。该行与公司沟通后认为并无具体利空消息,自9月30日以来,思格新能源股价已大致反映市场担忧,目前股价对应2027年预测市盈率7.4倍,属于具有吸引力的入场机会。

该行指出,澳大利亚家用电池市场在2026年下半年及2027年可能回落,但欧洲需求仍处于增长轨道,公司亦有来自新兴市场的增量销售。英国预算削减对公司2027年需求的影响估计仅约0.5%至1%;欧洲住宅ESS产品贸易限制风险相对较低,因为多个国家需要补贴家用电池以降低家庭电费。

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