2024年10月31日,光伏龙头新特能源(01799)股价盘中大涨6.38%,最高报11.34港元。公司股价持续走高,主要受到多重利好因素的驱动。
一方面,十月底发改委等六部门发布可再生能源替代行动指导意见,提出加快建设大型风电光伏基地和支持分布式光伏等政策措施。政策利好预期有望推动光伏需求明显增长,改善行业基本面。
另一方面,市场传闻多家光伏组件龙头包括隆基绿能、晶科能源等已上调产品出货价格1-3分/瓦,反映产品售价企稳回升,有望提高企业盈利能力。一些机构分析师认为,光伏行业周期反转或将来临,组件价格预计将进入上升通道,有利于头部企业。
同时,新特能源在十月吸引南向资金加仓,最新持股比例达49.03%。公司下游发电业务布局获得投行看好,预计电站建设及运营业务有望贡献可观增长。交银国际预计该业务2025年估值达88亿元。资金流入和乐观投资预期也推动股价表现强劲。
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