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大行評級|瑞銀:維持對信義光能“買入”評級 8月產能滿載運行
瑞銀髮表報吿表示,信義光能昨日(2日)出席了該行舉行投資會議,分享了太陽能玻璃的最新動態,指整個行業7月至8月因檢修和減產導致的供應減少量可能達到每天1萬噸,佔總供應量的10%左右,低於一些媒體報吿的30%減少量。公司管理層認為需要再減少每天1萬噸的供應量來平衡供需。該行指,信義光能8月產能滿載運行,處於平衡供需狀態。公司管理層表示是否削減利用率取決於需求。在供應減少的支撐下,9月太陽能玻璃的平均售價可能會趨於穩定,但未來的價格趨勢可能取決於今年第四季的需求復甦。該行維持對信義光能“買入”評級及目標價5.7港元。
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