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《大行報告》大摩調整信義光能(00968.HK)、福萊特玻璃(06865.HK)及洛陽玻璃(01108.HK)目標價 評級「增持」
摩根士丹利發表報告指,內地太陽能玻璃價格和利潤率在今年首季已經觸底,主要是業界認為鍍膜太陽能玻璃產品的毛利率降1%,進一步限制價格下行。該行認為,強勁銷量增長能為信義光能(00968.HK)、福萊特玻璃(06865.HK)在2022年至2025年期間的三年複合年增長率分別推動29%及36%。 該行預料,信義光能及福萊特玻璃今年產能均能按年增逾50%,並推動強勁銷量增長及穩固盈利;而洛陽玻璃(01108.HK)核心盈利表現按年將轉好。 大摩表示將信義光能目標價由12.6元下調至12.5元,福萊特玻璃則由25.5元上調至27.1元,以及洛陽玻璃由11.1元上調至11.7元,該行對此三公司投資評級均維持「增持」不變。(ca/w) ~
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