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中金:上調信義光能(0968.HK)目標價66%至12.43港元 料市佔率上升
格隆匯 08-04 12:02

中金公司發表研究報告指,光伏玻璃價格或會繼續上行,而信義光能(0968.HK)市佔率有望提升,中金已調升該公司的盈利預測,目標價亦提高約66%至12.43港元,即較昨日收市價8.37港元,仍有49%的上行空間。

報告指出,信義光能上半年光伏玻璃毛利率超預期,而隨着8月光伏玻璃報價全線上調,四季度供給缺口擴大或支撐價格繼續上行,在產能擴張推動下,預計公司市佔率將從2019年底的27%進一步提升至2021年的31%。

中金已上調光伏玻璃均價預測,將公司2020年淨利潤預測上調9.1%至33億港元、2021年上調23.8%至47.96億港元。

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