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大行評級|交銀國際:下調信義光能目標價至4.51港元 下調2024至26年盈利預測
交銀國際發報吿指,下調信義光能目標價32.2%,從6.65港元至4.51港元,維持“中性”評級。該行指,公司上半年業績預吿略低於預期。由於光電玻璃價格走勢遠不及預期等因素,下調2024-2026年盈利預測27%-33%。該行認為,由於供給持續成長和組件減產導致需求下降,2.0/3.2毫米光伏玻璃價格5月以來下跌13.7%/6.7%,7月或將繼續下跌。由於化工園區驗收延期,該公司首個多晶硅工程投產推遲至第四季度,當前價格下投產後將面臨嚴重虧損,因此該行預期該項目投產已陷入兩難,或將進一步推遲。
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