《大行報告》高盛上調福萊特玻璃(06865.HK)及信義光能(00968.HK)目標價 評級均為「買入」
高盛發表研究報告,將2020至2023年行業的大陽能玻璃平均售價上調15%至32%。根據市場數據,3.2mm及2.0mm的太陽能玻璃均價自9月份起,已分別升23%及17%至每平方米37元及28元人民幣。該行相信,太陽能玻璃的需求強勁主要是因為雙面模塊的滲透率上升,尤其是在海外市場,留意到在上半年出口的模塊中,滲透率達40%。由於海外市場的平均售價上升,相信大部分的模組生產商將優先考慮海外需求,這或會進一步推動太陽能玻璃的出貨量。
為了反映雙面玻璃解決方案的採用度加快,該行將行業2020至2023年的太陽能玻璃需求預測上調5至7%,而其更新的分析表明,及至2021及2022年太陽能玻璃的供應或會大致持平。
另外,為反映平均售價上升的預期,該行將福萊特玻璃(06865.HK)2020至2022年的盈利預測上調11%至38%,目標價由原來的20元上調至30元;並將信義光能(00968.HK)2020至2022年的盈利預測上調3%至30%,目標價由原來的12元上調至15元。兩股評級皆為「買入」。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.