智通财经APP获悉，信义光能(00968)反弹逾4%，截至发稿，涨3.34%，报3.09港元，成交额7360.32万港元。
消息面上，信义光能近日公布盈警，预计2024年净利润将同比减70-80%，至7.69-11.5亿元。高盛指出，主要由于去年更多生产线进入密集冷修期，固定资产减值增加，令去年下半年财报遭到拖累，预测去年下半年净亏损将介乎6亿至10亿元人民币。
中泰国际指出，2024年以来光伏玻璃产线合计冷修2.75万吨日熔，占存量产能的20%以上，同时考虑部分在产产能的保窑动作，行业实际减产幅度更大，行业库存于11月初见顶后持续下降；1月为传统组件需求淡季、组件排产下降，预计后续仍将有玻璃产线冷修。考虑到玻璃供给端减产较充分，且冷修产能复产需要时间，预计光伏玻璃供给短期内将维持较低水平，春节后随需求复苏、下游备货，光伏玻璃有望持续去库，价格拐点可期。
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