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福萊特(06865.HK)信義光能(00968.HK)逆市續漲12%-13% 獲美銀看好
阿思達克 12-21 14:02
福萊特(06865.HK)及上周五已率先獲麥格理與摩通分別升價至17.9元及18.8元的信義光能(00968.HK)獲美銀看好,兩股逆市三連漲,前者高見27.95元,暫受制10月9日盤中所創紀錄高位28.6元,現造27.55元,續漲12%,但成交僅1,640萬股;後者股價續升13%報18.28元連續第二天創上市新高,成交8,504萬股。

美銀美林指,國家諮詢文件透露,將放寬太陽能玻璃產能的審批,主因未來持續的光電產能和供應風險。該行與多間玻璃供應商討論後,發現監管機構目前只會批准需要、具先進科技、排放和能源效益符標準的產能,該行認為福萊特玻璃和信義光能均較有機會取得批准。同時,信義光能於12月17日配股集資39億元以增加太陽能玻璃產能;而福萊特則計劃發行25億元人民幣新A股。兩公司在籌集資金後,負債比率分別為21.7%及20.8%。此外,福萊特在越南廠房第一條生產線於12月17日啟動,而第二條生產線則會於明年首季啟動,未來也會繼續在國內增產;信義光能亦會在國內增產,符合全球太陽能玻璃需求。故給予信義光能及福萊特「買入」評級分別看17.6元及30元。

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