汇丰发表研究报告指,信义光能(00968.HK) 2024财年净利润按年跌74%,符合早前发布的盈警公告。这意味2024财年下半年净亏损约8亿元人民币(下同),反映太阳能玻璃平均售价下降、太阳能发电场电价降低、外汇损失、6亿元的资产减值。汇丰相信太阳能玻璃业务正出现改善迹象,因行业供应正重新调整至更健康水平,同时现有太阳能发电场的盈利能见度应会提高,因电价可能通过差价合约设定,而借贷成本可能持续...
Source Link汇丰发表研究报告指,信义光能(00968.HK) 2024财年净利润按年跌74%,符合早前发布的盈警公告。这意味2024财年下半年净亏损约8亿元人民币(下同),反映太阳能玻璃平均售价下降、太阳能发电场电价降低、外汇损失、6亿元的资产减值。汇丰相信太阳能玻璃业务正出现改善迹象,因行业供应正重新调整至更健康水平,同时现有太阳能发电场的盈利能见度应会提高,因电价可能通过差价合约设定,而借贷成本可能持续...
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