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信义玻璃(00868.HK)料今年浮法玻璃平均价格优於去年
阿思达克 03-02 12:38
信义玻璃(00868.HK)行政总裁董清世在全年业绩电话会议上表示,去年中国内地浮法玻璃供应约5,000万吨,今年料会增长3%至约5,150万吨。而去年疫情过後行业明显回暖,浮法玻璃售价在第四季创新高。

他指,今年上半年能源及纯硷等浮法玻璃主要成本价格料与去年同期相若,而玻璃需求估计增长4%,集团的行业分析亦预期今年供求趋紧,加上首季玻璃价格指标大升,按年价差达20%,因此预料今年浮法玻璃平均价格会较去年为佳。

董清世又提到,近年内地地产项目开工建筑量逐年上升,由於节能需要使用更多双层玻璃,令建筑玻璃需求亦旺盛。另外,集团汽车玻璃销往美国的比例高,旗下产品有强劲竞争力及供应优势,而提高关税由毛利良好的下游买家承担,因此中美贸易紧张并不影响集团的订单及毛利。

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