《大行》美银证券:信义光能(00968.HK)去年税后净溢利符预期 管理层有信心可捍卫市场份额

阿斯达克财经
03 Mar

美银证券发表研究报告指,信义光能(00968.HK) 去年除税后净溢利及每股盈利,均符合早前的盈利预告及该行预测。撇除减值后,集团的太阳能玻璃毛利率为10.5%,相较于2023财年的21.6%,2024年下半年的太阳能玻璃毛利率将为亏损2.6%,符合预期。

报告提到,信义光能管理层指引,今年的资本开支为29亿元人民币,并有信心可捍卫市场份额,料一旦需求回升,公司有能力快速反应。基于美银对集团利润率触底反弹的展望,维持其“买入”评级,目标价3.7元。(sl/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-28 16:25。)

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