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《大行報告》富瑞下調信義光能(00968.HK)目標價至5.67元 中期業績遜
阿思達克 08-01 10:18
富瑞發表報告指,信義光能(00968.HK)中期業績遜預期,上半年淨利潤13.92億元,按年下降27%。雖然太陽能玻璃銷售量按年增長49.8%,但毛利率為15.2%,創歷史新低。 富瑞指,管理層在分析師電話會議上稱,第一季毛利率面臨成本上升壓力,第二季毛利率按季改善5至10%。該行預計2023財年供過於求的局面仍將持續。該行重申信義光能「跑輸大市」評級,目標價由6.76元降至5.67元。
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