摩根士丹利发布研究报告称,维持信义光能(00968)“增持”评级,目标价4港元不变。大摩认为,公司短期内继续疲软。由于需求疲软,光伏玻璃生产商一直在积极对生产线进行维护。随着中国1月进入假期,短期内供应压力仍然较大。
报告中称,公司预计2024年净利润将同比减70-80%至7.69-11.5亿元人民币(下同),低于该行预期。这意味着2024年下半年净亏损6.58-10亿元,而2023年下半年净利润为26亿元。下半年盈利疲软的主要原因是,由于行业基本面疲软等因素,光伏玻璃价格大幅下跌。
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