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《大行报告》花旗下调福莱特玻璃(06865.HK)目标价至16.8元 评级「沽售」
阿思达克 05-07 09:50
花旗发表研究报告,重申对福莱特玻璃(06865.HK)的「沽售」评级。报告指出,近期太阳能光伏玻璃价格走弱,3.2mm玻璃价格已由3月的每平方米40元人民币,跌至5月初的23元人民币,2mm玻璃价格更由3月的每平方米32.5元人民币回落至5月初的19元人民币。

花旗认为太阳能玻璃行业周期尚未跌至谷底,估计每平方米均价若下跌1元人民币,将令福莱特玻璃今年净利减少约11%或2.26亿元人民币。花旗将其2021至2023年净利润预测下调10%至56%,并将目标价相应由22元下调24%至16.8元,以反映太阳能玻璃价格疲弱。

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