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中金:上调信义光能(0968.HK)目标价66%至12.43港元 料市占率上升
格隆汇 08-04 12:02

中金公司发表研究报告指,光伏玻璃价格或会继续上行,而信义光能(0968.HK)市占率有望提升,中金已调升该公司的盈利预测,目标价亦提高约66%至12.43港元,即较昨日收市价8.37港元,仍有49%的上行空间。

报告指出,信义光能上半年光伏玻璃毛利率超预期,而随着8月光伏玻璃报价全线上调,四季度供给缺口扩大或支撑价格继续上行,在产能扩张推动下,预计公司市佔率将从2019年底的27%进一步提升至2021年的31%。

中金已上调光伏玻璃均价预测,将公司2020年净利润预测上调9.1%至33亿港元、2021年上调23.8%至47.96亿港元。

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