智通财经APP获悉，瑞银发布研报称，维持信义光能(00968)“买入”评级，将其H股目标价由4.6港元下调至4.4港元。该公司2024财年业绩符合初步盈警，净利润为10亿元人民币，同比下跌73.8%。瑞银还将公司2025及2026财年每股盈利预测分别下调20%及16%。
瑞银指出，信义光能2024财年业绩疲弱，主要是因为太阳能玻璃盈利能力恶化，受需求疲弱拖累;因产能大修导致的资产减值损失3.93亿元，以及存货减记1.59亿元。该行将2025及2026财年每股盈利预测下调，主要反映持续过剩供应带来的利润压力。
瑞银亦表示，尽管供需的结构性改善仍需时间，且长期需求增长持续承压，但相关因素已大部分被市场所消化，因此预计太阳能玻璃价格在今年第二季度可能保持上行势头。
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