信义光能(00968)股价今日盘中大涨5%,引发市场关注。此前,高盛发布研报,给予信义光能"买入"评级,并预计公司未来几年的盈利能力将小幅下滑,但长期前景依然看好,相信公司可凭借成本优势和海外布局逐步扩大市场份额。
另外,最新数据显示南向资金在1月3日对信义光能进行了大规模增持,当日净流入资金达1.44亿港元。市场分析人士认为,机构评级及资金流入为股价上涨注入了动能。
除了机构观点和资金面利好外,近期光伏玻璃供给短期维持偏紧格局的预期也支撑了信义光能的反弹。有分析师指出,考虑到不少玻璃产线处于冷修状态,加之春节前后需求复苏,光伏玻璃价格后续有望企稳回升,这为行业龙头企业如信义光能的业绩改善带来利好预期。
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