《大行》汇丰研究降信义光能(00968.HK)及福莱特玻璃(06865.HK)目标价 下调盈测

阿斯达克财经
Jan 08, 2025

汇丰环球研究发表研究报告指,最新行业数据显示,自2024年11月以来龙头企业光伏玻璃产品平均售价(ASP)已降至低于生产成本,产品价格走弱、成本上升及资产减值,均为光伏玻璃行业带来短期盈利压力,相信今年首季生产商盈利仍将受压。另外,该行亦预期供应端将加快整固,由于更多的产能已进入冷维护状态,行业供应下降,因此汇丰研究认为供需平衡在2025年得到结构性改善,为产品价格提供一定支持,目前预测光伏玻璃...

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