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，认为持续大幅削减资本开支将为更可持续的盈利复苏提供有利条件，目前预测2025年上半年毛利率将达到21.9%，并于2026年至2030年间平均达到24.2%，目标价从3.9元下调至3.8元，维持“买入”评级。(gc/j)(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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