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Topics	Last reply time	Nickname	Content
GUODIAN TECHNOLOGY & ENVIRONMENT GROUP CORPORATION LIMITED	2013-03-22T08:45	財經茄呢啡	國電科環（1296）主打空氣污染解決方案。內地多個省市近月出現霧霾，集團作為央企國電集團的環保節能旗艦，其脫硫和脫硝技術具領先地位，可減低燃煤發電所造成的污染，潛力相當龐大。
GUODIAN TECHNOLOGY & ENVIRONMENT GROUP CORPORATION LIMITED	2013-03-22T08:45	財經茄呢啡	彭博綜合預測，國電科環（1296）去年EPS達0.195元人民幣，按年增長27%；今年更可達0.275元人民幣，現價預測PE僅7.9倍。
GUODIAN TECHNOLOGY & ENVIRONMENT GROUP CORPORATION LIMITED	2013-01-20T18:39	財經茄呢啡	黃敏碩 : 國電科環（1296）主要從事環保及節能解決方案，包括電站脫硫脫硝、離子體點火及合同能源管理等業務，為內地最大燃煤電廠環保節能解決方案供應商。集團現時節能環保和風電業務的毛利率，分別為22.6%及14.6%，兩項業務的毛利率，仍具上調空間。建議於2.15元以下吸納，目標2.50元，跌穿2元止蝕。
GUODIAN TECHNOLOGY & ENVIRONMENT GROUP CORPORATION LIMITED	2013-01-20T18:38	財經茄呢啡	現時內地為了提升空氣質素，大力發展清潔能源和可再生能源，要求發電廠安裝脫硫裝置。據國家環保局數據統計，2011年全國脫硫及脫硝裝機容量，分別佔總火電裝機87.6%及16.9%，反映後者裝備需求殷切。
GUODIAN TECHNOLOGY & ENVIRONMENT GROUP CORPORATION LIMITED	2013-01-10T21:19	財經茄呢啡	中信証券預計，國電科環(01296.HK)2012~2014年EPS為0.15元、0.19元和0.22元，對應PE為9、7、6倍。保守給予公司2013年12倍PE估值，理價格為2.85港元/股，首次給予「買入」評級。國電科環在上半年的銷售總量為1.69GW，已經超過了昔日龍頭金風科技和華銳風電的總和，未來兩年均有望超過3GW成為風機行業新龍頭。公司風電業務毛利率為15%，亦超過金風科技(02208)和華銳風電。
GUODIAN TECHNOLOGY & ENVIRONMENT GROUP CORPORATION LIMITED	2013-01-10T21:19	財經茄呢啡	國電科環(01296.HK)是國電集團控股60%的節能環保及新能源裝備平台，業務涉及火電廠環保(脫硫、脫硝、水處理等)和節能，並提供風機和光伏組件產品。 2011年公司風機和環保業務收入佔比為72%和22%，毛利佔比分別為60%和27%。

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