港股今日呈现洗牌格局,其中信义玻璃集团(00868)盘中大跌超过5%,引发广泛关注。
消息面上,信义玻璃公布盈警预期,2024财年度净利润预计同比减少30%-40%。主要原因是:
一、中国房地产市场低迷,新建物业项目数量大减、浮法玻璃产品需求和市场价格大幅下跌;
二、公司于中国多条生产线永久停产,相关资产出售造成亏损;
三、联营公司信义光能(00968)利润遭受重挫,集团应占部分下降明显。
分析师指出,受中国房地产景气度下滑影响,下游需求疲软令玻璃行业整体承压。进入一季度光伏淡季期间,玻璃价格涨幅乏力,预计信义玻璃来季业绩面临较大不确定性。
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