《大行》摩通:福耀玻璃(03606.HK)仍是中国汽车零部件领域首选 最近股价回调为增持良好机会

阿斯达克财经
Jan 07, 2025

摩根大通发表研报指,年初至今福耀玻璃(03606.HK) H股股价下跌7%。除了该股在去年上涨42%后可能获利回吐之外,近期美国及欧盟天然气价格上升亦可能导致其股价出现调整。该行认为,美国天然气价格上涨对福耀玻璃的毛利率影响非常有限,至于欧盟能源价格上升实际上提高该公司出口模式的竞争力。另外,中国天然气价格在去年第四季按年下降,并可能在今年保持平稳,这对福耀玻璃来说是积极的消息,因为其大部分生产均...

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