交银国际发布研报称,下调新特能源目标价至6.28港元,维持“买入”评级。该行指,公司2024年亏损39.1亿元人民币(下同),略优于业绩预告中值,其中多晶硅板块亏损约50亿元,其他板块盈利约10亿元,计提34.2亿元资产减值,费用增长较快。第四季度度公司多晶硅售价环比明显回升。因电价机制调整及限电率较高,2024年公司电站营运毛利率大幅下降,电站建设、电气设备毛利则快速增长。【免责声明】本文仅代表...
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