金吾财讯 | 中金发表报告指,信义玻璃(00868)去年业绩低过其预期,浮法产品售价跌幅超过成本降幅,去年下半年盈利承压。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。该行表示,公司去年利息支出大幅下降,经营性现金流量净额按年增长25%至56亿元人民币,股息率5%具备吸引力。该行考虑到浮法玻璃受竣工需求不及预期影响,下调今年每股盈利预测...
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