中信里昂:信义光能可能低于境内投资者对减损和库存减损预期

新浪港股
Jan 03, 2025
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  中信里昂发布研究报告称,信义光能(00968)近日公布盈警,预期2024年纯利同比下降70-80%至7.7-11.5亿人民币,低于该行预测,并可能低于境内投资者对减损和库存减损预期。

  该行预计,集团下半年太阳能玻璃业务单位净亏损约为每平方米1元人民币(2.0毫米),减损损失约达6亿人民币。然而,尽管2024年业绩疲弱,中信里昂仍认为随着更多产能检修、扩张延迟和供给面改革,产业供需将在2025年上半年走向平衡。

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