大行评级|瑞银:上调金风科技目标价至15.5港元 仍列为风电板块首选股
Group 1 - UBS has increased confidence in the recovery prospects of Goldwind's wind turbine business, expecting accelerated export growth and a rebound in average domestic product prices, which will drive margin improvement [1] - The target price for Goldwind has been raised from HKD 8.5 to HKD 15.5, maintaining its status as a preferred stock in the wind power sector and reiterating a "Buy" rating [1] - Gross profit forecasts for the wind turbine business have been adjusted upward by 13%, 22%, and 26% for the years 2025 to 2027, while sales volume forecasts remain largely unchanged [1]