《大行》交银国际升信义光能(00968.HK)目标价至4.28元 评级“买入”

阿斯达克财经
Mar 04, 2025

交银国际发表研究报告,指信义光能(00968.HK) 减值及汇兑损失拖累去年业绩,不过供应大幅收缩加上需求回升,3月光伏玻璃价格强劲反弹,预计3月起组件月产量有望恢复至55GW,而目前玻璃月产量不到50GW,3月2毫米玻璃价格涨幅高达每平米2元人民币或17%,测算将使公司玻璃毛利率回升至约12%。尽管盈利大幅回升,但公司希望行业现时的良好供需走势维持更长时间,5月前不会考虑点火,即使部分其他企业...

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