信義玻璃(00868.HK)料今年浮法玻璃平均價格優於去年
信義玻璃(00868.HK)行政總裁董清世在全年業績電話會議上表示,去年中國內地浮法玻璃供應約5,000萬噸,今年料會增長3%至約5,150萬噸。而去年疫情過後行業明顯回暖,浮法玻璃售價在第四季創新高。
他指,今年上半年能源及純鹼等浮法玻璃主要成本價格料與去年同期相若,而玻璃需求估計增長4%,集團的行業分析亦預期今年供求趨緊,加上首季玻璃價格指標大升,按年價差達20%,因此預料今年浮法玻璃平均價格會較去年為佳。
董清世又提到,近年內地地產項目開工建築量逐年上升,由於節能需要使用更多雙層玻璃,令建築玻璃需求亦旺盛。另外,集團汽車玻璃銷往美國的比例高,旗下產品有強勁競爭力及供應優勢,而提高關稅由毛利良好的下游買家承擔,因此中美貿易緊張並不影響集團的訂單及毛利。
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