智通财经APP获悉，高盛发布研究报告称，予信义光能(00968)“买入”评级，将公司2024至2030年EBITDA预测下调3%至5%，目标价由4港元下调至3.9港元。
公司日前发盈警，预测截至2024年12月31日止年度纯利将较2023年度减少70%至80%，主要由于去年更多生产线进入密集冷修期，固定资产减值增加，令去年下半年业绩遭到拖累，预测去年下半年净亏损将6亿至10亿元人民币，低于高盛及市场同业早前预测的录净利润3亿至10亿元人民币。
展望未来，高盛建议投资者关注公司基本面改善情况，包括今年第一季减产进展，以及第二季可能出现季节性需求复苏，相信可加快库存消化，使行业盈利能力恢复正常，又预期信义光能长远而言可凭借成本优势和海外布局，取得更多市场份额。
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