大和:升信義光能(0968.HK)評級至“持有” 目標價上調至4.45港元
大和發表的研究報告指,信義光能(00968.HK)太陽能玻璃價格自每平方米20.5元人民幣的低位,反彈至9月28元人民幣,隨着中國獲補貼的太陽能項目在今年下半年開始安裝,相信太陽能玻璃的需求短期將繼續受支持,而今年第四季至明年首季將為需求旺季。
除了兩條日均產能達1,100噸的生產線在今年重啟生產,公司計劃在2020年進一步新增四條生產線,產能達每日4,000噸,相信可進一步強化公司在市場的領先地位。
該行將公司2020-2021年每股盈利預測上調9%,以反映受惠新生產線帶動太陽能玻璃銷售提升的預測,將其評級由“跑輸大市”升至“持有”,目標價由3.5港元升至4.45港元。
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