智通财经APP获悉，中金发布研报称，维持信义玻璃(00868)“跑赢行业”评级，目标价下调11%至8.5港元。信义玻璃去年业绩低于该行预期，公司去年利息支出大幅下降,经营性现金流量净额同比增长25%至56亿元人民币，股息率5%具吸引力。该行下调今年每股盈利预测22%至0.67元人民币，预计明年每股盈利为0.68元人民币。
中金指出，信义玻璃去年浮法产品售价跌幅超过成本降幅，下半年盈利承压。汽车玻璃单位价值量提升，订单和利润齐增，夯实盈利基础。建筑玻璃营收保持平稳，原材料价格下跌贡献韧性盈利。综合考虑盈利预测调整及浮法玻璃已进入行业底部周期，后续或有估值修复空间。
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