凯盛新能股份(01108.hk)今日盘中大涨6.13%,收盘报4.89港元,全日成交量约34.7万股,成交金额约170万港元。凯盛新能股价走高引发市场关注,导致这一上涨行情的主要原因或与光伏行业政策利好有关。
就在上周,工信部发布消息称将全面落实光伏发电领跑者计划,支持光伏发电设备制造企业做强。此前政府也出台一系列支持光伏产业发展的政策及措施。作为国内领先的光伏设备及元器件制造商,凯盛新能或将从政策利好中获益。
根据最新财报,凯盛新能2023年营收32.64亿港元,同比增长37.8%;净利润亏损6002万港元,主因受汇率波动影响所致。公司主营光伏玻璃涂层、电池组件等产品,毛利率达7%。机构普遍看好公司长期前景,67%给予买入评级。同时公司运营现金流良好,无银行贷款负债。目前公司市盈率仅为7.15倍,估值合理且有上升空间。
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