You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
研報掘金丨國信證券:維持福斯特“增持”評級,24年繼續推進光伏膠膜產能擴張

國信證券研報指出,2023年福斯特(603806.SH)光伏膠膜單平不含税售價9.1元,同比下滑3.7元;單平成本7.8元,同比下滑3元。2024年公司將持續推進越南、臨安總部、蘇州、江門基地的光伏膠膜產能擴張,預計2024年底產能有望超過30億平。憑藉可靠的原材料供應鏈管控能力、穩定高效的生產經營能力和客户需求保障能力,公司綜合競爭優勢顯著。考慮公司光伏膠膜業務在當前競爭格局下的定價策略,下調2024-2025年盈利預測,當前股價對應PE 為21/18/15x,維持“增持”評級。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account