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港股異動 | 信義系績後集體下跌 信義能源跌9%
格隆匯8月2日丨光伏股下跌,信義能源跌9%,信義玻璃跌3.8%,信義光能跌3.3%。昨日,信義系8月1日集體公佈半年業績。信義能源公佈中期業績,錄得股東應占溢利6.23億元,同比增加0.4%,每股基本盈利8.66仙;派中期股息7.7仙。期內,集團收益為12.58億元,同比增長13.1%;花旗、高盛在績後下調信義能源目標價。其中信義玻璃收益136.49億元,按年微增0.5%。錄得純利33.05億元,倒退38.5%,每股盈利82.1仙。中期息40仙,上年同期派66仙;上半年,毛利52.42億元,減少27.2%;毛利率由上年同期53%降38.4%;由於中國的市場需求疲弱,供應短缺,導致浮法玻璃售價下降及原材料及能源成本大幅增加,浮法玻璃的毛利率下降,以及因成本增加,令建築玻璃業務毛利率下跌。瑞信下調信義玻璃目標價。此外,今年上半年,信義光能上半年淨利同比減少38%至19.05億港元。高盛、中金、瑞信紛紛下調信義光能目標價。

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