港股異動 | 信義光能漲逾3% 春節假期維持正常生產 料價格維持穩定
格隆匯2月5日丨信義光能(0968.HK)現報5.96港元,漲3.29%,暫成交1.1億港元,最新總市值481.7億港元。招銀國際最新發研報指,基於光伏玻璃窯爐生產的連續性要求以及較高的自動化生產水平,信義光能在春節假期維持正常生產。根據管理層信息,二月份光伏玻璃的定價將在復工後確定,但在目前階段公司預期價格維持穩定。公司目前對下游需求波動並不特別擔心,部分下游組件廠商在春節期間維持生產,以及多數組件廠商在2月3號及10號開始恢復生產。管理層透露節前行業平均的庫存水平在1-2周,隱含供應仍處於偏緊態勢。該行認為信義光能及同業仍有空間通過建立庫存方式來消化10-15天的產出。重申“買入”評級,目標價6.62港元。
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