信义光能(00968)今日盘中股价大跌5.12%，引发了市场关注。
消息面上，交银国际发布研究报告，下调了信义光能的投资评级至“中性”。报告指出，公司2025年盈利同比下滑16%，其中下半年盈利显著收窄，主要原因是全年计提了高达23.2亿元的固定资产减值损失。此外，自去年11月以来，光伏玻璃价格重新进入下跌通道，导致全行业再次陷入亏损状态。
报告进一步分析称，由于在产产能多为低成本产能，企业主动冷修的意愿不强，同时新建产能仍在陆续投产，因此行业产能出清的进程慢于预期。基于此，交银国际下调了公司2026及2027年的盈利预测，并相应更新了目标价。
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