智通财经APP获悉,交银国际发布研报称,2025年2月10日国常会研究化解重点产业结构性矛盾政策措施,政府层面明确光伏供给侧改革意愿,该行预计具体政策后续有望出台。由于扩产慢于预期,该行下调2025/26年盈利7%/9%,但由于供给侧改革确定性及市场整体估值提高,将估值基准由1.2倍2025年市账率提高至1.3倍,目标价上调至13.45港元(原13.15港元),对应14.2倍2026年市盈率,上调...
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