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《大行報告》美銀證券升信義光能(00968.HK)目標價至22元 上調福萊特玻璃(06865.HK)目標價至40元
阿思達克 01-04 10:10
美銀證券發表研究報告指,全球太陽能玻璃供不應求的情況將在今年惡化,明年仍會有約8%的短缺,考慮到信義光能(00968.HK)及福萊特玻璃(06865.HK)均將增加產能,對兩家公司都重申「買入」評級。

報告指,福萊特玻璃預告去年淨利潤將介乎15億至16.6億元人民幣,高於該行13億元人民幣的預期,相信主要是由於強勁需求推動太陽能玻璃平均售價、銷售量及毛利率,將集團去年度銷量增長預測由14%提升至20%。

該行將福萊特玻璃去年度毛利率預測由43%升至47%,今年由37%升至40%,預期隨著行業產能的增加,太陽能玻璃的平均售價至2022年將降至每平方米26元人民幣。美銀指,福萊特宣布計劃增發A股籌資,將在安徽增建5座日熔化量1,200噸的光伏組件玻璃項目,考慮到毛利率提升及新增產能後,將該公司2020至2021年每股盈利預測提高15.3%及9.2%,目標價由30元升至40元。

美銀證券認為,信義光能及福萊特玻璃透過提升產能及產品質量,將鞏固市場地位,將信義光能目標價由17.6元升至22元,預期2019至2022年每股盈利複合年增長可達21%。

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