8月7日，信义光能盘中上涨5.17%，报2.445港元，成交额6795.53万港元。
消息面上，近日多家国际投行对光伏玻璃行业转趋乐观。高盛上调信义光能目标价至3港元并维持买入评级，小摩将评级升至增持，国投证券指出行业二季度最低谷已过去、估值有修复空间。行业基本面方面，光伏玻璃产能出清加速，中国内地在产产能已由3月底的8.7万吨降至7.1万吨，7月冷修达0.5万吨。高盛预期生产商库存将由7月的51天降至9月的35天，支撑下半年至明年上半年玻璃价格潜在升幅22%。此外，公司海外收入占比提升至38.8%，印尼新产能年内投产，结构性亮点逐步兑现。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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