信义光能:2024 年净利润或大降 关键在光伏玻璃

和讯网
Jan 03, 2025

【1 月 3 日,摩根士丹利维持对信义光能的“增持”评级及目标价 4 港元】大摩称,信义光能预计 2024 年净利润将同比减 70 - 80%,至 7.69 - 11.5 亿元,低于预期。2024 年下半年净亏损 6.58 - 10 亿元,2023 年下半年净利润为 26 亿元。下半年盈利疲软主因是行业基本面疲软等致光伏玻璃价格大幅下跌。大摩认为,该公司短期内继续疲软,因需求疲软,光伏玻璃生产商...

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