港股异动|获多家大行唱好信义光能4连升涨近12%
格隆汇7月24日丨信义光能(0968.HK)继前面3个交易日连续上涨后,于今日再度上涨4.6%,近4个交易日累计涨近12%;现报4.32港元,暂成交7807万港元,最新总市值348.1亿港元。高盛7月19日研报指,公司双面玻璃组件解决方案应用业务在行业成本具优势、兼且产能快速扩大。料中国市场今年下半年需求回升、双面玻璃组件解决方案潜在加快、兼且公司积极提升产能,可藉扩大产能提升毛利率。上调公司目标价至5.1港元,评级由原来“沽售”升至“买入”。中金公司认为,考虑公司2020年扩产计划从2条提升至4条,抵消了少数股东比例的变动,我们上调2020年盈利预测3%至30.6亿港币。维持公司跑赢行业评级,目标价4.73港元。
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