交银国际:维持凯盛新能“中性”评级 目标价下调至3.36港元

新浪港股
18 Sep 2024

交银国际发布研究报告称,下调凯盛新能(01108)盈利预测及估值。该行认为光伏玻璃价格将在较长时间内维持低位,因此维持公司“中性”评级,考虑到玻璃价格跌幅超预期,基于0.43倍2024年市净率,下调目标价至3.36港元。   交银国际主要观点如下:   2季度亏损加大,和龙头毛利率差距扩大:   公司2季度归母净亏损4843万元,相比1季度的635万元亏损加大,符合业绩预告,低于该行预期,收入环比...

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