花旗发表评级报告指,信义光能(00968.HK) 全年纯利按年跌73.8%至10.08亿元人民币,符合盈警,其中下半年净亏损8.02亿元人民币,受太阳能玻璃价格大幅下调和减损损失拖累,毛利率按年跌27.3个百分点至3.3%。
该行指,由于信义光能将新订单价格上调每平方米2元人民币,随着太阳能玻璃销售价格上涨,其利润率预计从3月起改善,并预计今年上半年太阳能玻璃供应将紧张。公司预料,今年需求年增长率将为0%至10%。该行将公司今年纯利预测上调24%,目标价由3.6元上调至3.65元,维持其“中性”评级。(ca/u)
(港股报价延迟最少十五分钟。沽空资料截至 2025-03-03 12:25。)
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