《大行報告》中金下調信義光能(00968.HK)目標價至17.5元 評級「跑贏行業」
中金發表報告指,信義光能(00968.HK)上半年業績符合預期,下半年盈利能力有望提升,維持「跑贏行業」評級,但考慮到上半年光伏玻璃盈利能力下降,下調目標價8%至17.5元。
報告指,隨著下半年矽料產能釋放,矽料價格處於高位局面改善,認為下半年光伏裝機需求有望大幅提升,利好光伏玻璃需求。
考慮到上半年光伏玻璃毛利承壓,該行分別下調信義光能今明兩年盈利預測26%和8%,至分別54.13億和84.65億元,相信成本壓力下降後,下半年光伏玻璃盈利能力將改善。
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