--- title: "汇丰全球银行押注于可再生能源，首次给予 ACME Solar 和 Clean Max“买入” 评级" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/282480212.md" description: "汇丰全球投资研究已对 ACME Solar Holdings 和 Clean Max Enviro Energy Solutions 展开覆盖，均给予 “买入” 评级，目标价格分别为₹350 和₹1,150。该公司强调，印度可再生能源行业的结构性增长受到城市化、工业化和电气化的推动，目前可再生能源的成本显著低于火电。分析师强调项目执行能力的重要性超过资本成本，并指出电池储能解决方案（BESS）在促进可再生能源采用方面的影响。两种可行的商业模式，即开发商到分销商和开发商到消费者，被认为是市场增长的关键" datetime: "2026-04-12T19:22:07.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282480212.md) - [en](https://longbridge.com/en/news/282480212.md) - [zh-HK](https://longbridge.com/zh-HK/news/282480212.md) --- # 汇丰全球银行押注于可再生能源，首次给予 ACME Solar 和 Clean Max“买入” 评级 HSBC Global Investment Research has initiated coverage on ACME Solar Holdings and Clean Max Enviro Energy Solutions. The brokerage sees a renewable energy sector reaching another inflection point, citing cost advantages, strong policy support, and rising power demand. Analysts initiated ‘Buy’ on ACME Solar with a target price of ₹350. Similarly, Clean Max is rated ‘Buy’ as well with a target price of ₹1,150. ## Why is HSBC Global upbeat on India’s renewable energy (RE) sector? ### Structural case Analysts believe the growth in power demand in India is a structural story, driven by urbanisation, industrialisation, and electrification, with renewable energy emerging as an unstoppable force underpinned by public and private decarbonisation targets, supportive regulations, and, more importantly, lower costs. Solar power is now available at less than half the price of thermal power, with renewables broadly 30-50 per cent cheaper than thermal. Over the past five years, approximately 80 per cent of new energy capacity has come from renewables, and in the first eleven months of FY26, renewables accounted for approximately 88 per cent of capacity additions. Renewables currently make up 17 per cent of the country's power mix in terms of generation. ### Execution over capital While the cost of capital was historically the dominant factor in the renewable energy business, the brokerage believes that is changing. With increasing challenges around land acquisition, transmission, and design, project execution capabilities are now seen as the key differentiator that will define winners in the sector. ### BESS: A game change Battery energy storage solutions (BESS) are now available at competitive rates, providing renewable energy with another significant boost — particularly in addressing the shortage of power during evening hours when solar generation goes offline, HSBc noted. As BESS adoption widens, analysts expect power distribution companies and commercial and industrial (C&I) customers to accelerate their shift to renewables, with execution remaining a critical factor given tight economics. ### Two business models The largest segment of the RE market operates on a developer-to-distributor (D2D) model, where developers sell power to distribution companies, which in turn supply households, C&I enterprises, and the agricultural sector. A second model — developer-to-consumer (D2C) — involves selling renewables directly to C&I enterprises, bypassing distribution companies entirely. Analysts believe both models are viable and can co-exist, supported by strong policy backing and the growing corporate commitment to renewable energy. _**Disclaimer: The views and investment tips expressed by the analysts/brokerage are their own and not those of the website or its management. Business Standard advises users to check with certified experts before taking any investment decisions.**_ ### 相关股票 - [FTCI.US](https://longbridge.com/zh-CN/quote/FTCI.US.md) - [FMST.US](https://longbridge.com/zh-CN/quote/FMST.US.md) - [SWSS.US](https://longbridge.com/zh-CN/quote/SWSS.US.md) ## 相关资讯与研究 - [锂空气电池，长时储能的新变量？](https://longbridge.com/zh-CN/news/289169455.md) - [通用汽车进军大型储能电池市场 拟通过技术创新应对美电动汽车销售放缓](https://longbridge.com/zh-CN/news/289284301.md) - [南非可再生能源基金拟合并 有望打造 8.07 亿美元清洁能源巨头](https://longbridge.com/zh-CN/news/289230091.md) - [储能野蛮生长结束！未来只拼一件事](https://longbridge.com/zh-CN/news/289667242.md) - [火电连年亏损未大额计提资产减值 广西能源资产估值合理性遭拷问 | 速读公告](https://longbridge.com/zh-CN/news/289489038.md)