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《大行報告》大和升信義光能(00968.HK)評級至「跑贏大市」 目標價上調至8元
阿思達克 07-06 10:57
大和發表報告指,由於新型肺炎疫情令海外需求減少,光伏玻璃產品均價在今年第二季下跌了17%。而中國近日宣布今年的太陽能競價項目總共為26吉瓦,為避免補貼削減,大部分項目會於今年底前完成,加上海外光伏安裝需求或在今年下半年重啟,可能會刺激全球需求更為強勁,並支持光伏玻璃在下半年的產品均價。

該行表示,龍頭光伏玻璃生產商的產能擴展受到疫情影響,亦可能緩和行業供應過多的局面,或成支持產品均價的另一因素。

由於市場情緒改善,大和上調信義光能(00968.HK)股份評級,由「持有」升至「跑贏大市」,目標價由4.5元上調至8元,並調升集團今年至2022年每股盈利預測7%至8%,以反映新的產品均價預測。

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