智通财经APP获悉,金风科技(02208)午后跌超4%,截至发稿,跌4.36%,报5.04港元,成交额5496.12万港元。
摩根大通发布研报称,金风科技的股价在1月27日下跌10%,跑输大市,可能是由于金风未能在发盈喜限期前发出盈喜公告公告,推测金风可能未能达到2024年盈利按年增长87%的市场预期水平。
小摩认为,出售收益会影响集团整体盈利,但目前的价格或估值框架并未反映这一点。尽管风电场资产出售是管理层经常性策略,但估算公司出售收益的规模和时间对该行和投资界来说一直是一项挑战,摩通已怀疑这是未能达标的原因之一。
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