瑞银发布研究报告称,对中国涡轮机原始设备制造商前景持乐观态度。其分析显示,考虑到以下因素,包括供需动态、风电项目的回报、以及地缘政治风险,认为中东和非洲以及东盟地区,对中国的涡轮机制造商来说是最有利的市场。
该行表示,对涡轮机制造商的偏好依次排序是金风科技(02208)、明阳智能(601615.SH)、三一重能(688349.SH)。对金风科技目标价由6港元升至9.5港元,评级维持“买入”。该行解释指,金风科技定位最佳,因为它业务最多元化,拥有各个地区的海外订单,并专注于有吸引力的市场;海外订单积压和出口能见度最高;在海外市场拥有超过15年的经验;对欧盟无明显的出口量,对美国市场也没有敞口。
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