金吾财讯 | 交银国际发研报指，信义光能(00968)2024年实现收入/归母净利219亿元/10.1亿元，略超业绩预告中值，同比下降9%/74%，剔除减值及2.2亿元汇兑损失后，该行测算2H24仅亏损0.3亿元。2025年3月2.0毫米玻璃价格涨幅高达2元/平米或17%，该行测算将使公司玻璃毛利率回升至约12%。尽管盈利大幅回升，但公司希望行业现时的良好供需态势能够维持更长时间，5月前不会考虑点火。由于供给侧改革确定性及市场整体估值提高，该行将估值基准由1.03倍2025年市账率提高至1.2倍，将目标价上调至4.28港元（原4.04港元），维持买入。
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