【星展降协鑫科技目标价至1.3港元 评级买入】金十数据4月2日讯,星展发表研报指,协鑫科技(03800.HK)近期股价预料很大程度会会跟随多晶硅价格周期变动,加上政府可能出台控制产量甚至淘汰落后产能的政策,将成为股价催化剂,目前预期协鑫科技今年产量将下降30%,产品平均售价料上升超过10%,抵销产量下降的影响。星展维持对协鑫科技的买入评级,考虑到盈利复苏速度较预期慢,将今年盈利预测从10亿元人民币下调至6100万元人民币,相信平均售价上升以及成本下降,至明年盈利可反弹至17亿元人民币,目标价从1.35港元下调至1.3港元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.