《大行》大华继显降信义光能(00968.HK)目标价至3.6元 业绩较预期弱

阿斯达克财经
03 Mar

大华继显的研究报告指,信义光能(00968.HK) 去年盈利录得按年73.8%的跌幅,尽管销量按年增9.6%,但业绩较预期弱,主要因为太阳能玻璃平均售价大幅下跌、物业厂房和设备(PPE)减值和库存撇帐等。另外,因市场前景面临挑战,公司将日熔化产能从去年上半年的每天2.7万吨减至每天2.32万吨,并暂停了产能扩张计划。

该行将公司目标价由4元降至3.6元,维持“持有”评级。该行亦将对公司今明两年的盈利预测,分别下调74%及71%,以反映平均售价的大幅跌幅的预测和销量按年持平的预估。(vc/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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