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大行評級|摩根大通:不建議第三季業績公佈前追入信義光能及福萊特玻璃
摩根大通發表報吿指出,其所覆蓋的中國太陽能股昨日(23日)平均上升6%,相對於同期滬綜指升1%。美國可能撤銷某些類型中國太陽能產品出口的雙反關税,提升市場情緒,但該行預期實際影響可能輕微。對於國家工信部的潛在政策干預,該行認為採取某些政策行動的可能性並不高,因過去未曾看到來自監管機構對行業的直接干預,但亦不排除未來的有關可能。假如真有政策干預,該行料將有利於那些產能過剩問題最嚴重、單位電耗/能耗差異化,以及生產特徵難以降低利用率的行業,即多晶矽和太陽能玻璃。
該行並不建議第三季業績公佈前追入信義光能及福萊特玻璃,評級均為“中性”。
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