信義光能(00968.HK)料玻璃價格穩中有升將擴展產能
信義光能(00968.HK)行政總裁李友情在記者會上表示,中國今年的太陽能補貼項目將於未來數月陸續動工,預期可帶動對太陽能玻璃的需求。而今年上半年集團玻璃價格已較去年下半年有所回升,在供需正面的情況下,未來玻璃價格無下降壓力,料或會穩中有升。
他指,中國安裝需求預期將上升,加上雙面玻璃的應用,對未來玻璃市場前景正面樂觀。有見及此,集團將擴展太陽能玻璃產能,於明年增加4條總產能為每日4,000噸的新生產線,分別位於廣西及安徽。
對於中美貿易戰會否為業務帶來影響,李友情稱集團為貿易戰的受益方,因集團於馬來西亞亦設有生產線,可以更高價錢銷售當地產品至美國。而美國目前的整體太陽能組件生產規模細,只用馬來西亞廠房一半產能亦足已應付。
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