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大行评级|花旗:上调中集安瑞科目标价至12.5港元 维持“买入”评级
Ge Long Hui· 2026-01-16 05:41
花旗发表研究报告指,中集安瑞科管理层透露,受强劲液化天然气(LNG)加注船需求推动,2025年离岸 清洁能源新订单及未完成订单分别达100亿及220亿元,预计2026年离岸清洁能源收入将增加至少10亿 元,同时净利润率将改善1至2个百分点。另外,管理层指2025年航天业务的收入及订单合计刚刚超过1 亿元,但预期2026年将强劲增长,由低地球轨道卫星和可重复使用火箭需求,以及国家政策推动。该行 将2026及27年盈利预测分别上调1%及2%,以反映清洁能源收入预测获上调;目标价由9.5港元升至12.5 港元,维持"买入"评级。 ...
泰胜风能:公司通过全资子公司泰胜航天推动航天业务的开拓
Mei Ri Jing Ji Xin Wen· 2025-12-16 08:44
Core Viewpoint - The company plans to expand its aerospace business through its wholly-owned subsidiary, Guangdong Taisen Aerospace Technology Co., Ltd., focusing on supplying storage tanks for Star River Power [1] Group 1: Company Strategy - The company is leveraging the high-quality resources of its controlling shareholder and its extensive experience in high-end equipment manufacturing to drive the development of its aerospace business [1] - The company intends to actively expand its customer base once the relevant production lines are established [1] Group 2: Product and Market Potential - The company has received inquiries regarding the expected pricing of the storage tanks and whether it plans to expand its offerings to other aerospace companies [1]