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中金:下調信義光能(0968.HK)今年盈測 料疫情影響產能建設進度
格隆匯 03-18 15:57

信義光能(0968.HK)公佈2019年度業績後,遭中金公司下調今年出貨量及盈利預測,其中純利預測調低8.4%至31.69億港元,但維持“跑贏行業”評級和6.46港元目標價不變,即較週二收市價5港元,仍有上行29%的空間。

同時,中金下調信義光能今年出貨量預測13%至219萬噸,理由是新項目投放延期,以及首季度出貨疲弱。

報告認為,受國內新冠肺炎疫情影響,信義光能在北海的新產能建設略慢於此前指引,投產時間可能整體推後一個季度,由於2月下游組件廠商開工率受到疫情拖累,公司光伏玻璃產銷率回落到80%-90%區間,3月以來正逐步恢復。

信義光能早前公佈截至2019年12月底止全年度純利約為24.17億港元,按年升29.7%,每股基本盈利30.28仙,按年增加21.8%;派末期息8.5港仙,按年大增102.4%。

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