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福耀玻璃AH齊漲 機構紛紛唱多
格隆匯11月2日丨福耀玻璃(3606.HK)漲4.41%,報46.51港元,總市值1204億港元;福耀玻璃(600660.SH)亦漲逾4%,報50.29元。公司第三季度實現營收56.10億元,同比下滑0.8%,環比下滑3.9%,實現歸母淨利潤8.27億元,同比增長8.9%,環比下滑9.6%。國海證券隨後發佈研報稱受芯片短缺影響,福耀玻璃三季度全球汽車產能受限,為公司業績帶來不利影響,預計四季度起芯片短缺將逐步緩解,公司業績將同步修復。 首次覆蓋,給予公司“買入”評級。華西證券研報稱,汽玻業務受益智能升級、天幕玻璃滲透率提升而量價利齊升,公司目前國內汽玻市佔率超過60%,全球市佔率約28%,疫情影響下海外市佔率加速提升。目標價65.7元不變,維持“買入”評級。

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