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《大行報告》匯豐研究升信義光能(00968.HK)目標價至18.2元 重申「買入」評級
阿思達克 06-24 14:24
匯豐研究發表報告表示,光伏玻璃價格自今年2月起累跌45%,而價格於5至6月份有穩定趨勢,傳統3.2mm產品價格爲每平方米22至23元人民幣,2.0mm薄玻璃爲每平方米18至19元人民幣,信義光能(00968.HK)管理層亦相信光伏玻璃再下跌的空間有限。

報告補充,信義光能面對原材料成本上漲壓力,但料公司成本效益將會有所抵銷。該行認爲,光伏玻璃市場需求仍強勁,故將信義光能目標價由15元上調至18.2元,以反映利好的政策環境及宏觀經濟預期,維持其「買入」評級。

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