今日,信义光能(00968)股价盘中大涨5.48%,引发市场关注。分析人士认为,这主要源于光伏玻璃供需局面出现改善信号。
据国联民生证券研报指出,近期光伏玻璃产能冷修加速,春节后行业库存持续降低,供需呈现改善态势。尽管2024年公司业绩承压,但预计2025-2027年公司业绩将有所增长。
此外,研报还提及,信义光能持续强化成本等竞争优势,同时海外产能持续落地,有望贡献业绩增量。这为公司中长期发展注入了信心。总的来说,供需改善以及公司自身竞争力的提升,使得市场对信义光能的未来发展更加乐观,从而推动股价上涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.