高盛发表研究报告指,信义光能(00968.HK) 2024年下半年净亏损录8.01亿元人民币,归因于期内玻璃价格较上半年下降12%,而成本则较上半年增加17%,加上光伏玻璃产能提前进行冷修,导致录得固定资产减值逾3.9亿元人民币,管理层重申派息比率目标45%至50%保持不变。计及最新资本开支指引及产量预期,高盛将信义光能2025至2030年的EBITDA预测下调5%,毛利率预测平均上调1个百分点,...
Source Link高盛发表研究报告指,信义光能(00968.HK) 2024年下半年净亏损录8.01亿元人民币,归因于期内玻璃价格较上半年下降12%,而成本则较上半年增加17%,加上光伏玻璃产能提前进行冷修,导致录得固定资产减值逾3.9亿元人民币,管理层重申派息比率目标45%至50%保持不变。计及最新资本开支指引及产量预期,高盛将信义光能2025至2030年的EBITDA预测下调5%,毛利率预测平均上调1个百分点,...
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