中信里昂:福莱特玻璃太阳能玻璃供需今年上半年平衡

新浪港股
24 Jan
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  中信里昂发布研究报告称,预计随着产量削减、扩张延迟和库存去化,太阳能玻璃产业的供需将在2025年上半年走向平衡。浮法玻璃仍然是在太阳能领域的首选。

  报告中称,福莱特玻璃(06865)发盈利预警,预计2024财年净利润同比减61-66%至9.38亿-10.76亿人民币,第四季度净亏损为2.2亿-3.58亿人民币,好于该行预期和境内投资者的预期,原因是2024年第四季减损损失低于预期,且成本控制更好。

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