《大行報告》富瑞料福耀玻璃(03606.HK)進入首個技術驅動增長期 料市場低估產品均價升幅
富瑞發表報告表示,料福耀玻璃(03606.HK)可進入首個技術驅動增長期,預料未來幾年內將於海外市場大放異彩。該行指,福耀玻璃管理層未有提供具體指引,故預料公司今年全玻璃屋頂、抬頭顯示玻璃(HUD)以及調光玻璃等產品的滲透率分別達致13%、18%及2%,以致平均售價增長達20%,並認為市場低估產品均價升幅(市場料升5%至10%)。
該行給予福耀玻璃目標價為72.3元,維持「中性」評級。(ca/w)
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