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大行評級|花旗:對信義光能開啓90日正面催化觀察 目標價上調至3.6港元
格隆匯 02-13 13:50

花旗發表研報指,對信義光能開啓90日正面催化觀察,預計隨着季節性需求復甦推動的需求增加,以及6月1日之前中國的太陽能安裝熱潮,太陽能玻璃價格將會上漲。該行估計,以目前2.0毫米玻璃每平方米12元的價格計算,信義光能的毛利率虧損將爲單位數,下跌空間應該有限。

由於擔心今年下半年新產能的威脅,該行維持對信義光能的“中性”評級。根據該公司早前發佈的盈警,考慮到更多減損損失及更低的玻璃銷售利潤率,該行將信義光能2024財年淨利潤預測下調53%;2025至2026財年下調32%至35%。花旗將信義光能H股目標價由3.1港元上調至3.6港元。

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