汇丰环球研究表示，中国新能源股偏好龙源(00916.HK) ，指该公司为潜在新能源支援政策的主要受惠者。该行对光伏供应链企业保持审慎乐观看法，基于需求增长在2025至2030年放缓、地缘政治风险及供应过剩。该行视多晶硅及玻璃板块带领市场今年复苏，受更快的供应整合推动。福莱特玻璃(06865.HK) 及协鑫科技(03800.HK) 为相关受惠股。
该行亦相信风电机市场应受惠于离岸风电增长及海外销售组合，纵使执行或为要关注的风险，因此维持对金风(02208.HK) “持有”评级。
下表为汇丰环球研究对中国新能源股最新投资评级与目标价：
股份│投资评级│目标价
龙源(00916.HK) │买入│8.4元
福莱特玻璃(06865.HK) │买入│15.8元
协鑫科技(03800.HK) │买入│1.8元
金风科技(02208.HK) │持有│7.1元->7元
(fc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-24 16:25。)
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