--- title: "PFC 創下 52 周新高，REC 繼續上漲，漲幅達 5%；分析師預計還有進一步上漲的空間" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/282960834.md" description: "國有非銀行金融公司（NBFC）REC 和電力融資公司（Power Finance Corporation）的股票在市場波動中上漲了最多 5%，REC 報₹367.20（+4.13%），PFC 報₹459.85（+3.40%）。這兩隻股票在四月份均上漲超過 22%，表現優於 Nifty50 指數的 9% 漲幅。PFC 達到了₹467 的 52 周高點。印度儲備銀行（RBI）提議的基於資產規模的上層 NBFC 分類旨在增強監管和透明度，可能會在 2025 年 9 月之前將上層 NBFC 的資產提高到總 NBFC 資產的 70%。分析師對這兩隻股票持樂觀態度，建議 PFC 的潛在上漲目標為₹475-480，REC 的潛在上漲目標為₹385-390" datetime: "2026-04-16T00:01:44.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282960834.md) - [en](https://longbridge.com/en/news/282960834.md) - [zh-HK](https://longbridge.com/zh-HK/news/282960834.md) --- # PFC 創下 52 周新高，REC 繼續上漲，漲幅達 5%；分析師預計還有進一步上漲的空間 Shares of state-owned non-banking finance companies (NBFCs) REC and Power Finance Corporation have surged up to 5 per cent each on Thursday, amid an overall volatile market. At the time of writing, REC stock was trading at ₹367.20, up by 4.13 per cent, and Power Finance Corporation was at ₹459.85, up by 3.40 per cent. In comparison, the benchmark NSE Nifty50 was quoting at 24,161.60 levels, up by 69.70 points or 0.29 per cent. In April so far, both the stocks have surged over 22 per cent each, compared to a 9 per cent increase in the Nifty50 index. Power Finance Corporation stock touched a 52-week high of ₹467. The rally comes as the Reserve Bank of India (RBI) proposed to shift to an asset-size-based classification for upper-layer NBFCs to simplify regulation and improve transparency. Under draft amendments to the Scale-based Regulatory Framework (SBR), NBFCs with assets of ₹1 trillion and above will be categorised as upper-layer entities, replacing the current model that combines quantitative and qualitative parameters. "The scale-based regulation framework currently places government-owned NBFCs in the base layer or middle layer and not in the upper layer (UL). In pursuance of the principle of an ownership-neutral regulatory regime for NBFCs, it is now proposed to consider eligible government-owned NBFCs also for inclusion in the list of NBFC-UL based on the revised criteria," the central bank said. It also proposed to allow all upper-layer NBFCs to use state government guarantees as a credit risk transfer instrument without any limit, subject to the specified conditions. According to a report by CareEdge Ratings, if these draft amendments are finalised without any changes, the total assets of upper-layer NBFCs would be 70 per cent of the total assets of NBFCs in India (as of September 2025), as compared to 30 per cent under existing guidelines. Rajesh Palviya, senior vice president for technical and derivatives research at Axis Securities, said both stocks are looking positive in the near-term, as they have rebounded from an oversold trajectory. Both have shown buying interest at lower levels and are now witnessing a recovery over the last couple of weeks. "This is the third consecutive week that Power Finance Corporation has been forming higher highs and higher lows, which indicates sustained buying action. Derivative data also suggests a long build-up. From a technical standpoint, the stock has managed to break out of an eight- to nine-week consolidation range. This is a positive development for the near- to short-term structure. At this juncture, we remain bullish from a near-term perspective. One can stay on the long side as long as the stock sustains above the ₹448 level. ₹448 is the key level to watch on the downside. If the momentum continues, the next possible target could be in the ₹475–480 range for PFC," he said. According to Palviya, a similar structure is visible in REC as well, with comparable technical behaviour. For REC, one should maintain a stop-loss around ₹358, with a potential upside target of ₹385–390. _**Disclaimer: View and outlook shared belong to the respective brokerages/analysts and are not endorsed by Business Standard. Readers' discretion is advised.**_ ### 相關股票 - [PFC.US](https://longbridge.com/zh-HK/quote/PFC.US.md) ## 相關資訊與研究 - [印度儲備銀行取消了銀行維持市場風險資本的國際財務報告要求](https://longbridge.com/zh-HK/news/286811032.md) - [Gunveer Singh 被任命為印度儲備銀行執行董事，任命自 5 月 18 日起生效](https://longbridge.com/zh-HK/news/286795290.md) - [印度儲備銀行提議修訂銀行資本充足率披露標準](https://longbridge.com/zh-HK/news/286940673.md) - [在外匯節約的推動下，印度儲備銀行正在審查印度公司 270 億美元的海外投資賭注](https://longbridge.com/zh-HK/news/286711213.md) - [印度儲備銀行質疑穩定幣是否能作為有效的支付媒介](https://longbridge.com/zh-HK/news/286797417.md)