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港股
详情
本页面由Tiger Fintech (Singapore) Pte. Ltd.提供服务
信义光能
2.630
+0.040
1.54%
手动刷新
成交量:
2,680.03万
成交额:
7,027.41万
市值:
238.75亿
市盈率:
23.33
高:
2.660
开:
2.580
低:
2.550
收:
2.590
数据加载中...
总览
公司
新闻
公告
信义光能(00968)出现大手卖出78.6万股,成交价$3.5,涉资275.1万
阿斯达克财经
·
03-04
中金:光伏全年需求存分歧 短期涨价及新技术机会需关注
智通财经
·
03-04
信义光能早盘涨近4% 美银证券维持“买入”评级
新浪港股
·
03-04
港股异动 | 信义光能(00968)涨超3% 减值及汇兑损失拖累业绩 花旗称其利润率预计从3月起改善
智通财经
·
03-04
《大行》交银国际升信义光能(00968.HK)目标价至4.28元 评级“买入”
阿斯达克财经
·
03-04
【券商聚焦】交银国际维持信义光能(00968)买入评级 指供给收缩叠加需求回升 光伏玻璃价格强劲反弹
金吾财讯
·
03-04
高盛:维持信义光能(00968)“买入”评级 降目标价至3.8港元
智通财经
·
03-04
【券商聚焦】中信证券:从四个维度看多光伏板块 建议关注推动技术进步的龙头企业和产业链等
金吾财讯
·
03-04
港股收盘(03.03) | 恒指收涨0.28% 加密货币概念股飙升 蜜雪集团(02097)首挂大涨43%
智通财经
·
03-03
瑞银:维持信义光能“买入”评级 降目标价至4.4港元
新浪网
·
03-03
《大行》高盛将信义光能(00968.HK)未来五年EBITDA预测下调5% 维持“买入”评级
阿斯达克财经
·
03-03
《大行》中银国际降信义光能(00968.HK)目标价至3元 评级“持有”
阿斯达克财经
·
03-03
《大行》大华继显降信义光能(00968.HK)目标价至3.6元 业绩较预期弱
阿斯达克财经
·
03-03
瑞银:维持信义光能(00968)“买入”评级 降目标价至4.4港元
智通财经
·
03-03
《大行》花旗升信义光能(00968.HK)目标价3.65元 评级“中性”
阿斯达克财经
·
03-03
《大行》瑞银降信义光能(00968.HK)目标价至4.4元 下调每股盈测
阿斯达克财经
·
03-03
【券商聚焦】国金证券维持信义光能(00968)买入评级 指光伏玻璃价格拐点已现
金吾财讯
·
03-03
港股午评:恒指收涨1.21% 蜜雪集团首挂大涨40%
美港电讯
·
03-03
美银证券:维持信义光能“买入”评级 目标价3.7港元
新浪港股
·
03-03
光伏股早盘普遍走高 信义能源涨超26%信义光能涨超11%
新浪港股
·
03-03
更多
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无时差炒美股投资理财!","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/stock/00968/news?page=5"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"00968","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"00968\",,,,,undefined,":{"symbol":"00968","market":"HK","secType":"STK","nameCN":"信义光能","latestPrice":2.63,"timestamp":1746173305028,"preClose":2.59,"halted":0,"volume":26800333,"delay":0,"floatShares":9078000000,"shares":9078000000,"eps":0.112725,"marketStatus":"休市中","change":0.04,"latestTime":"05-02 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14:04","pubTimestamp":1741068240,"startTime":"0","endTime":"0","summary":"[大手成交]信义光能(00968)在下午02:04出现大手卖出,成交量为78.6万,成交价为港币$3.5,涉资275.1万。至目前为止,股价跌1.681%,今日最高价为$3.71,而最低价为$3.49,总成交量为8.818千万股,总成交金额港币$3.181亿。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180815142908927_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180815142908927_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2503047498/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["IE00BZ08YS42.EUR","IE00BZ08YR35.GBP","IE00BZ08YT58.USD","BK1554","00968","LU1983299162.USD","BK1589","BK1169"],"gpt_icon":0},{"id":"2516612095","title":"中金:光伏全年需求存分歧 短期涨价及新技术机会需关注","url":"https://stock-news.laohu8.com/highlight/detail?id=2516612095","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516612095?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 13:56","pubTimestamp":1741067777,"startTime":"0","endTime":"0","summary":"中金主要观点如下:CPIA大会关注供需和技术:上周“光伏行业2024年发展回顾与2025年形势展望研讨会”在北京召开、中国光伏产业发展路线图发布,行业的健康发展及技术变化是核心的讨论要点。光伏逆变器需求持稳,需求增量集中在储能逆变器,预期3月户储排产环比提升,板块景气度有望向上。风险因素光伏需求不及预期,供给侧改革不及预期,贸易政策风险。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1257384.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1169","BK0020","IE00BZ08YR35.GBP","00968","IE00BZ08YS42.EUR","BK0037","BK0224","BK1589","600732","BK0071","BK0102","BK1554","IE00BZ08YT58.USD","LU1983299162.USD","BK0053"],"gpt_icon":0},{"id":"2516368613","title":"信义光能早盘涨近4% 美银证券维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2516368613","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516368613?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 11:22","pubTimestamp":1741058520,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 信义光能(00968)早盘上涨3.64%,现报3.70港元,成交额2.19亿港元。\n 近日,美银证券发布研报称,基于美银对集团利润率触底反弹的展望,维持信义光能(00968)“买入”评级,目标价3.7港元。信义光能管理层指引,今年的资本开支为29亿元人民币,并信心可捍卫市场份额,料一旦需求回升,公司有能力快速反应。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:卢昱君","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-03-04/doc-inenncvt5566513.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["00968","161027"],"gpt_icon":0},{"id":"2516690488","title":"港股异动 | 信义光能(00968)涨超3% 减值及汇兑损失拖累业绩 花旗称其利润率预计从3月起改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2516690488","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516690488?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 10:51","pubTimestamp":1741056717,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,信义光能涨超3%,截至发稿,涨3.08%,报3.68港元,成交额1.75亿港元。剔除减值及2.2亿元汇兑损失后,测算2H24仅亏损0.3亿元。花旗指出,信义光能全年业绩受太阳能玻璃价格大幅下调和减损损失拖累。不过,由于公司将新订单价格上调每平方米2元人民币,随着太阳能玻璃销售价格上涨,其利润率预计从3月起改善,且预计今年上半年太阳能玻璃供应将紧张。维持信义光能“中性”评级,目标价由3.6港元上调至3.65港元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1257332.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00968","BK4534","LU1983299162.USD","IE00BZ08YS42.EUR","BK1554","BK4566","LU2462157665.USD","BK4585","LU2360032135.SGD","LU2456880835.USD","LU0170899867.USD","LU0980610538.SGD","LU0310800965.SGD","LU0648001328.SGD","IE00BSNM7G36.USD","BK4504","LU2125154778.USD","LU1201861249.SGD","LU1366192091.USD","LU1162221912.USD","BK1169","LU0130517989.USD","LU0320765646.SGD","LU1791807156.HKD","BK4207","LU1668664300.SGD","LU2125154935.USD","LU0128525689.USD","LU0052756011.USD","LU0098860793.USD","IE00BZ08YR35.GBP","LU0106831901.USD","LU1267930227.SGD","LU0477156953.USD","LU0072461881.USD","BK1589","BK4588","LU2417539215.USD","LU0130102774.USD","IE00BZ08YT58.USD","LU0162691827.USD","LU2236285917.USD"],"gpt_icon":0},{"id":"2516569407","title":"《大行》交银国际升信义光能(00968.HK)目标价至4.28元 评级“买入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2516569407","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516569407?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 09:42","pubTimestamp":1741052520,"startTime":"0","endTime":"0","summary":"交银国际发表研究报告,指信义光能减值及汇兑损失拖累去年业绩,不过供应大幅收缩加上需求回升,3月光伏玻璃价格强劲反弹,预计3月起组件月产量有望恢复至55GW,而目前玻璃月产量不到50GW,3月2毫米玻璃价格涨幅高达每平米2元人民币或17%,测算将使公司玻璃毛利率回升至约12%。公司列账货币由港元改为人民币(下同),该行对信义光能今年至2027年各年盈测分别为22.1亿元、33.2亿元及39.3亿元。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190521115706672_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190521115706672_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1421862/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00968"],"gpt_icon":0},{"id":"2516912896","title":"【券商聚焦】交银国际维持信义光能(00968)买入评级 指供给收缩叠加需求回升 光伏玻璃价格强劲反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=2516912896","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516912896?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 09:40","pubTimestamp":1741052405,"startTime":"0","endTime":"0","summary":"金吾财讯 | 交银国际发研报指,信义光能(00968)2024年实现收入/归母净利219亿元/10.1亿元,略超业绩预告中值,同比下降9%/74%,剔除减值及2.2亿元汇兑损失后,该行测算2H24仅亏损0.3亿元。2025年3月2.0毫米玻璃价格涨幅高达2元/平米或17%,该行测算将使公司玻璃毛利率回升至约12%。尽管盈利大幅回升,但公司希望行业现时的良好供需态势能够维持更长时间,5月前不会考虑点火。由于供给侧改革确定性及市场整体估值提高,该行将估值基准由1.03倍2025年市账率提高至1.2倍,将目标价上调至4.28港元(原4.04港元),维持买入。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954269","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00968"],"gpt_icon":0},{"id":"2516598694","title":"高盛:维持信义光能(00968)“买入”评级 降目标价至3.8港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2516598694","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516598694?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 09:35","pubTimestamp":1741052118,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,高盛发布研报称,维持信义光能“买入”评级,目标价从3.9港元下调至3.8港元。信义光能2024年下半年净亏损8.01亿元人民币,该行指出,2024年下半年净亏损是因为期内玻璃价格较上半年下降12%,而成本则较上半年增加17%,加上光伏玻璃产能提前进行冷修,导致固定资产减值逾3.9亿元人民币。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1257295.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00968"],"gpt_icon":0},{"id":"2516957066","title":"【券商聚焦】中信证券:从四个维度看多光伏板块 建议关注推动技术进步的龙头企业和产业链等","url":"https://stock-news.laohu8.com/highlight/detail?id=2516957066","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516957066?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 08:56","pubTimestamp":1741049785,"startTime":"0","endTime":"0","summary":"该行建议关注推动技术进步的龙头企业和产业链、具备成本优势的龙头企业等。在这样的企业行为下,我们预计近期行业开工率和行业库存都将处在一个偏低的位置,而需求的边际改善也将为产业链带来明显的价格弹性。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954253","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2242644610.SGD","BK1500","LU0269904917.USD","LU1997244956.HKD","LU1064131003.USD","BK1594","01799","03868","LU1328615791.USD","BK1105","LU2148510915.USD","00868","BK1583","03800","LU2495084118.USD","BK0183","00451","BK1589","BK1554","LU1064130708.USD","IE00BZ08YT58.USD","00968","BK1516","LU0051755006.USD","LU2289578879.USD","LU0327786744.USD","LU0455707207.USD","LU0456827905.SGD","BK0012","BK1144","BK1610","LU0509642566.USD","LU1720050803.USD","SG9999014674.SGD","LU0405327148.USD","06865","LU1655091616.SGD","BK1169","600030","BK0028","BK1564","IE00BZ08YR35.GBP","LU1983299162.USD","BK0276","03606","06030","BK1521","LU0572944931.SGD","LU0405327494.USD","BK0196"],"gpt_icon":0},{"id":"2516507540","title":"港股收盘(03.03) | 恒指收涨0.28% 加密货币概念股飙升 蜜雪集团(02097)首挂大涨43%","url":"https://stock-news.laohu8.com/highlight/detail?id=2516507540","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516507540?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 16:35","pubTimestamp":1740990937,"startTime":"0","endTime":"0","summary":"截止收盘,恒生指数涨0.28%或64.95点,报23006.27点,全日成交额3018.98亿港元;恒生国企指数涨0.03%,报8419.69点;恒生科技指数跌0.58%,报5535.86点。截至收盘,涨8.51%,报3.57港元,成交额9.34亿港元,贡献恒指2.15点。本次购买完成后,于该公告日期,集团共持有约3350枚比特币,平均成本每枚约58627美元。热门异动股1. 蜜雪集团首挂上市。截至收盘,涨43.21%,报290港元。按照截至2024年9月30日的门店数","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1256894.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1794554557.SGD","BK1526","00200","BRRR","BTCW","BK1529","BK4601","BK1612","IE00BZ08YT58.USD","LU1983299162.USD","BK1589","EZBC","HHImain","BK4585","BK1233","00968","BK1539","513600","BK1506","HODL","MCHmain","GBTC","FBTC","YANG","02097","BK1554","BK1588","BK1607","BITO","BK1531","DEFI","IE00BZ08YS42.EUR","HSCEI","BTCO","IE00BZ08YR35.GBP","BK1104","HSI","00434","02833","BK1575","BK1587","BK1149","HSTECH","BK4594","BK4588"],"gpt_icon":1},{"id":"2516683557","title":"瑞银:维持信义光能“买入”评级 降目标价至4.4港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2516683557","media":"新浪网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516683557?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 16:33","pubTimestamp":1740990788,"startTime":"0","endTime":"0","summary":"瑞银发布研报称,维持信义光能“买入”评级,将其H股目标价由4.6港元下调至4.4港元。瑞银指出,信义光能2024财年业绩疲弱,主要是因为太阳能玻璃盈利能力恶化,受需求疲弱拖累;因产能大修导致的资产减值损失3.93亿元,以及存货减记1.59亿元。该行将2025及2026财年每股盈利预测下调,主要反映持续过剩供应带来的利润压力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503031707319899ac01&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503031707319899ac01&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["00968"],"gpt_icon":0},{"id":"2516750259","title":"《大行》高盛将信义光能(00968.HK)未来五年EBITDA预测下调5% 维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2516750259","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516750259?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 16:02","pubTimestamp":1740988920,"startTime":"0","endTime":"0","summary":"计及最新资本开支指引及产量预期,高盛将信义光能2025至2030年的EBITDA预测下调5%,毛利率预测平均上调1个百分点,认为持续大幅削减资本开支将为更可持续的盈利复苏提供有利条件,目前预测2025年上半年毛利率将达到21.9%,并于2026年至2030年间平均达到24.2%,目标价从3.9元下调至3.8元,维持“买入”评级。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180509171356379_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180509171356379_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1421648/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00968"],"gpt_icon":0},{"id":"2516750953","title":"《大行》中银国际降信义光能(00968.HK)目标价至3元 评级“持有”","url":"https://stock-news.laohu8.com/highlight/detail?id=2516750953","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516750953?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 15:40","pubTimestamp":1740987600,"startTime":"0","endTime":"0","summary":"中银国际发表研报指,信义光能(00968.HK) 所在的光伏行业持续受到库存积压和需求前景不明朗的困扰,虽然信义光能处于行业领先位置,亦不能幸免受到影响,光伏能玻璃价格3月或回升,但目前尚未能确定今轮价格上涨具可持续性,因为现时有数千吨的产能正等待点火投产,因此预计供应过剩的情况下,信义光能的光伏玻璃业务今年将继续录得亏损,将目标价从4.2元下调至3元,评级维持为“持有”。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-03 12:25。)AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20210715133706421_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20210715133706421_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1421634/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00968"],"gpt_icon":0},{"id":"2516050664","title":"《大行》大华继显降信义光能(00968.HK)目标价至3.6元 业绩较预期弱","url":"https://stock-news.laohu8.com/highlight/detail?id=2516050664","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516050664?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 15:30","pubTimestamp":1740987000,"startTime":"0","endTime":"0","summary":"大华继显的研究报告指,信义光能(00968.HK) 去年盈利录得按年73.8%的跌幅,尽管销量按年增9.6%,但业绩较预期弱,主要因为太阳能玻璃平均售价大幅下跌、物业厂房和设备(PPE)减值和库存撇帐等。另外,因市场前景面临挑战,公司将日熔化产能从去年上半年的每天2.7万吨减至每天2.32万吨,并暂停了产能扩张计划。该行将公司目标价由4元降至3.6元,维持“持有”评级。该行亦将对公司今明两年的盈利预测,分别下调74%及71%,以反映平均售价的大幅跌幅的预测和销量按年持平的预估。(vc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-03 12:25。)AASTOCKS新闻","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190521115706672_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190521115706672_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1421630/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00968"],"gpt_icon":0},{"id":"2516506592","title":"瑞银:维持信义光能(00968)“买入”评级 降目标价至4.4港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2516506592","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516506592?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 15:24","pubTimestamp":1740986647,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,瑞银发布研报称,维持信义光能“买入”评级,将其H股目标价由4.6港元下调至4.4港元。瑞银还将公司2025及2026财年每股盈利预测分别下调20%及16%。瑞银指出,信义光能2024财年业绩疲弱,主要是因为太阳能玻璃盈利能力恶化,受需求疲弱拖累;因产能大修导致的资产减值损失3.93亿元,以及存货减记1.59亿元。该行将2025及2026财年每股盈利预测下调,主要反映持续过剩供应带来的利润压力。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1256839.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00968"],"gpt_icon":0},{"id":"2516050577","title":"《大行》花旗升信义光能(00968.HK)目标价3.65元 评级“中性”","url":"https://stock-news.laohu8.com/highlight/detail?id=2516050577","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516050577?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 15:21","pubTimestamp":1740986460,"startTime":"0","endTime":"0","summary":"花旗发表评级报告指,信义光能全年纯利按年跌73.8%至10.08亿元人民币,符合盈警,其中下半年净亏损8.02亿元人民币,受太阳能玻璃价格大幅下调和减损损失拖累,毛利率按年跌27.3个百分点至3.3%。该行指,由于信义光能将新订单价格上调每平方米2元人民币,随着太阳能玻璃销售价格上涨,其利润率预计从3月起改善,并预计今年上半年太阳能玻璃供应将紧张。该行将公司今年纯利预测上调24%,目标价由3.6元上调至3.65元,维持其“中性”评级。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190521115221077_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190521115221077_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1421624/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00968"],"gpt_icon":0},{"id":"2516457732","title":"《大行》瑞银降信义光能(00968.HK)目标价至4.4元 下调每股盈测","url":"https://stock-news.laohu8.com/highlight/detail?id=2516457732","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516457732?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 13:59","pubTimestamp":1740981540,"startTime":"0","endTime":"0","summary":"瑞银发表研报指,信义光能2024财年业绩符合初步盈警,期内净利润为10亿元人民币(下同),按年下跌73.8%,该行认为上述业绩疲弱主要原因包括太阳能玻璃盈利能力恶化,受需求疲弱拖累;因产能大修导致的资产减值损失3.93亿元,以及存货减记1.59亿元。另外,瑞银将信义光能2025及2026财年每股盈利预测,分别下调20%及16%,主要反映持续过剩供应带来的利润压力,同时将其H股目标价由4.6港元下调至4.4港元,维持“买入”评级。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230705162522117_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230705162522117_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1421583/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00968"],"gpt_icon":0},{"id":"2516579252","title":"【券商聚焦】国金证券维持信义光能(00968)买入评级 指光伏玻璃价格拐点已现","url":"https://stock-news.laohu8.com/highlight/detail?id=2516579252","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516579252?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 12:29","pubTimestamp":1740976149,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国金证券发研报指,信义光能 2025年2月28日发布2024年年报,2024年实现公司权益持有人应占盈利10.08亿元,其中24H2为-8.02亿元,位于业绩预告区间内。改好表示,供给低位叠加需求快速增长,光伏玻璃价格及盈利有望显着修复。24H2以来光伏玻璃供给端下降至较低水平,近期随下游组件排产提升,光伏玻璃3月新单报价上涨2元/平。光伏玻璃价格拐点已现,公司产能份额最高、未来份额有回升空间,维持买入评级及重点推荐。","market":"other","thumbnail":"https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954197","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00968"],"gpt_icon":0},{"id":"2516763045","title":"港股午评:恒指收涨1.21% 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目标价3.7港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2516576191","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516576191?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 12:03","pubTimestamp":1740974580,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 美银证券发布研报称,基于美银对集团利润率触底反弹的展望,维持信义光能(00968)“买入”评级,目标价3.7港元。信义光能管理层指引,今年的资本开支为29亿元人民币,并信心可捍卫市场份额,料一旦需求回升,公司有能力快速反应。\n 美银证券指,公司去年除税后净溢利及每股盈利,均符合早前的盈利预告及该行预测。撇除减值后,集团的太阳能玻璃毛利率为10.5%,相较于2023财年的21.6%,2024年下半年的太阳能玻璃毛利率将为亏损2.6%,符合预期。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:史丽君","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-03-03/doc-ineniywk9309020.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["161027","00968"],"gpt_icon":0},{"id":"2516657592","title":"光伏股早盘普遍走高 信义能源涨超26%信义光能涨超11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2516657592","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516657592?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 11:36","pubTimestamp":1740972960,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 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