智通财经APP获悉,信义玻璃(00868)午后跌近5%,截至发稿,跌4.94%,报7.5港元,成交额7713.17万港元。
消息面上,信义玻璃发布公告,预计年度净利润同比减少30%至40%。公告称,纯利金额减少主要由于中国房地产市场低迷,新建物业项目数量,中国的浮法玻璃产品的需求及市场价格大幅下跌;集团于中国永久停产的生产设施的出售亏损;应占公司联营公司信义光能控股有限公司的溢利减少。
中金发布研究报告称,信义光能24年下半年亏损程度较大。该行指出,目前光伏装机进入淡季,玻璃库存天数仍处于高位,价格上涨困难,并且玻璃价格涨幅低于天然气价格涨幅,认为2025一季度盈利情况将进一步恶化。
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