信义光能公布公司2024 年全年业绩,收入同比降9.3%至219 亿元人民币,由于光伏玻璃行业在2024H2 处于周期低位,公司盈利能力受行业拖累,净利润大幅降73.8%至10.0 亿元人民币。2025 年以来,组件端开工率提升,光伏玻璃需求提升,3 月光伏玻璃价格调升,预期2025 年公司盈利能力回升。公司目前估值对应2025 年PE14.4 倍,在光伏产业链内偏低,叠加行业周期有边际改善的趋势...
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