【Table_yejiao1】 本研究报告由海通国际分销，海通国际是由海通国际研究有限公司，海通证券印度私人有限公司，海通国际株式会社和海通国际证券集团其他各成员单位的证券研究团队所组成的全球品牌，海通国际证券集团各成员分别在其许可的司法管辖区内从事证券活动。关于海通国际的分析师证明，重要披露声明和免责声明，请参阅附录。（免责声明英文译本见附件） 【Table_yemei1】 观点聚焦 研究报告 Research Report 17 Nov 2023 全球能源战略 Global Energy Strategy 2024 年全球传统能源与新能源展望 [Table_Info] 市盈率 P/E 股票名称 评级 目标价 2023E 2024E Albemarle Outperform 200.00 7.0 8.3 Array Tech. Outperform 28.00 21.2 15.5 Ballard Power Outperform 6.50 n.a. n.a. 布鲁姆能源 Outperform 33.00 n.a. 50.4 Clearway Energy Outperform 34.00 21.4 15.8 Enphase Energy Neutral 115.00 26.0 20.0 INPEX Outperform 2,700 8.6 7.9 利文特 Outperform 31.00 10.4 8.7 Lynas Rare Earth Outperform 12.00 22.8 21.7 MP Materials Outperform 45.00 86.1 24.0 Nextracker Outperform 54.00 23.4 18.1 普拉格能源 Outperform 15.00 n.a. n.a. SolarEgde Tech. Outperform 300.00 16.9 14.3 Vestas Wind Sys. Outperform 290.00 721.5 27.8 JGC Holdings Outperform 2,386 13.9 13.1 RENOVA Neutral 1,450 9.0 19.0 资料来源： Factset, HTI Related Reports Limited Upside for NdPr Prices – A Continued Benefit for Magnet Makers (14 Nov 2023) Positive Global LNG Outlook; Surprisingly Good US Offshore Wind Returns; More Focus on Lithium (6 Nov 2023) Total Energies (TTE FP): Beat Driven by Upstream and Power (26 Oct 2023) Robust oil service growth and margins; Global Energy M&A good for US oil services (25 Oct 2023) Global Energy M&A highlights sector value and an elevated long term oil price (24 Oct 2023) EU Support for Wind Industry; Positive for Vestas (24 Oct 2023) Buy Livent, JGC, Nextracker and Plug into the results and be more cautious...
