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信義光能(00968.HK)稱今年農曆新年市場需求理想 料太陽能玻璃價格短期穩中有升
信義光能(00968.HK)行政總裁李友情在全年業績記者會上表示,今年至今太陽能玻璃需求旺盛,農曆新年期間的市場需求屬歷史上最理想,預期太陽能玻璃價格短期會穩中有升。至於全年價格走勢需視乎需求及供應而定,包括多晶硅成本價格調整等的影響。 他指,雖然去年太陽能玻璃毛利率下跌至41.1%,但仍較歷史平均的三成多爲高,相信玻璃價格有上調趨勢,及行業新增規模相對佳的情況下會有利好。 李友情提到,疫情過去兩年對行業的影響持續,不過隨着海外市場疫情改善,對相關的太陽能項目建設影響亦減輕,今年市場需求趨向正面。 另外,信義光能與信義玻璃(00868.HK)早前宣佈成立合營從事多晶硅生產,他稱新合營成立非因目前市場多晶硅短缺及毛利高企,而是策略上考慮,認爲太陽能行業整體前景正面,設合營可合理利用集團在玻璃市場上的經驗拓展業務,相信項目投資回報會理想。(ek/a) ~
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