海通国际03月21日发布研报称,给予福耀玻璃(600660.SH,最新价:41.8元)优于大市评级。评级理由主要包括:1)价量齐增,业绩符合预期;2)产品结构优化带动ASP继续提升,盈利能力显著改善;3)海外业务盈利改善,中美双地产能布局支撑需求增长;4)汽车玻璃升级趋势明确,资本开支提速加码新一轮产能扩张。风险提示:乘用车产销不及预期,地缘政治风险加剧,宏观经济增长低于预期,公司产能释放不及预期...
Source Link海通国际03月21日发布研报称,给予福耀玻璃(600660.SH,最新价:41.8元)优于大市评级。评级理由主要包括:1)价量齐增,业绩符合预期;2)产品结构优化带动ASP继续提升,盈利能力显著改善;3)海外业务盈利改善,中美双地产能布局支撑需求增长;4)汽车玻璃升级趋势明确,资本开支提速加码新一轮产能扩张。风险提示:乘用车产销不及预期,地缘政治风险加剧,宏观经济增长低于预期,公司产能释放不及预期...
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