The Report is produced in Chinese only.
“北水南下”政策下的新能源行業投資機會 中國證監會3月27日宣佈允許國內公募基金通過滬港通途徑投資港股,本月以來香港市場各股大幅上漲,未來隨著公募基金陸續南下,上漲的行情有望得到延續。 在新能源板塊中,我們主要推薦光伏板塊中的矽產品製造龍頭“保利協鑫”(3800),電站建造龍頭“興業太陽能”(750)以及電站運營龍頭“聯合光伏”(686)。雖然上述公司的業績可能不會給市場太多驚喜,但其龍頭地位在A股中很難找到,可能得到更多的吸引。 風電行業中我們推薦“華能新能源”,公司一季度風電運營狀況良好,可利用小時數同比增幅達到25%,4月上半月同比增幅更是達到40%,若這一趨勢可以維持,預計本年度業績會超出市場預期。在A股市場中並沒有純粹的風電運營企業,目前的估值也有上升的空間。 |
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