金吾财讯 | 花旗发研报指，福莱特玻璃(06865)发盈警，预期去年盈利按年跌61%至66%，至9.38亿至10.76亿元人民币，分别符合市场及该行预期的10.52亿及9.84亿元人民币，并意味着去年第四季净亏损约2.2亿至3.2亿元人民币。该行考虑到光伏玻璃销售价格降低，将福莱特玻璃今明两年的盈利预测下调82.6%和70%，较市场预期的低75%至91%，估计公司今年盈利能力将降至近收支平衡水平，因在供过于求导致模组格低迷的情况下，公司客户模组制造商难以承受高昂的光伏玻璃价格。该行料今年中国与全球光伏装机量在去年高于预期的情况下，今年增长有所放缓。该行对福莱特玻璃目标价由12港元降至10港元，为市场最低水平，并重申“沽售”评级，认为估值不吸引。
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