智通财经APP获悉，美银证券发布研报称，指福耀玻璃(03606)去年末季业绩逊预期，收入同比升17%，但逊该行预期6%。季度毛利率同比跌4.4个百分点至32.1%，主要是因为会计准则改变。经调整毛利率环比微升至37.2%。纯利同比升34%，但逊该行预期3%。该行对其H股目标价由62.1港元微降至62港元，重申评级“买入”。该行提及，市场所关注的公司对平均售价指引维持每年增6%至7%，管理层料内地今年汽车销量增长3%，全球销量期内录得轻微增幅。
该行将公司今年的交货量及销售预测各下调2%，以及今年盈利预测下调3%，认为今年是转型之年，销量增长会较轻微，明年的销量料重新加快，因为巨大的产能开始投产。该行调整今明两年每股盈测至分别3.21元及3.78元人民币，并引入2027年每股盈测2.68元人民币。
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