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《大行報告》花旗下調信義光能(00968.HK)目標價至11.5元 評級「中性」
阿思達克 05-07 09:53
花旗發表報告,重申信義光能(00968.HK)評級「中性」,同時下調其2021年至2023年盈利預測18%至51%,目標價相應自15元下調23%至11.5元,以反映太陽能玻璃銷售價格下降,預計今年3.2mm玻璃價格自每平方米31.29元人民幣降至28元人民幣,另外預測今年2mm玻璃價格自每平方米28元人民幣降至22元人民幣,明年則料自每平方米22元人民幣降至18元人民幣。

除價格下降外,該行料中國太陽能玻璃下行周期仍未見底,須待效能較低的企業離開市場,及一些增加產能的計劃取消或延期。由於現時太陽能玻璃價格跌勢僅為期兩個月,仍未見有增產計劃取消。

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