（彭博社）——花旗集团表示，现有风能和太阳能发电场的 3730 亿元逾期关税补贴中的一部分可能会在中国支付给龙源、信义光能、金风科技、华润电力和华能电力等公司。 包括 Pierre Lau 在内的分析师在一份报告中援引行业专家的话说，政府表示可能会支付 2020 年底到期的现有风能和太阳能发电厂的某些关税补贴 假设收到一半的未收关税补贴，这五家公司的净负债权益比率将平均下降 7 个百分点至 109%：花旗 花旗对龙源、金风科技、信义光能和华润电力给予买入评级
Overdue Tariff Subsidies Fuel China Power Stocks Rally: Citi Friday, December 24, 2021 08:42 AM By John Cheng
(Bloomberg) --Part of the 373 billion yuan of overdue tariff subsidies for existing wind and solar farms might get paid in China to firms including Longyuan, Xinyi Solar, Goldwind, China Resources Power and Huaneng Power, Citigroup says. There’s government talk that certain tariff subsidies that were due end-2020 for existing wind and solar farms might be paid, analysts including Pierre Lau write in a note, citing industry experts Assuming half of the uncollected tariff subsidy is received, the five companies’ net debt to equity ratio would decrease by an average 7 percentage points to 109%: Citi Citi has buy ratings on Longyuan, Goldwind, Xinyi Solar and China Resources Power $龙源电力(00916)$$金风科技(02208)$