华泰证券发表报告指出，福莱特玻璃(06865.HK) 去年收入186.8亿元人民币，按年跌13.2%，净利润跌63.5%至10.1亿元人民币，介乎业绩预告中值(10.1亿元人民币)水平。当中去年第四季收入按年跌27.7%至40.8亿元人民币，净亏损2.9亿元人民币，主要由于光伏玻璃价格下跌及计提资产减值损失。
该行认为，今年3月以来随着下游需求恢复，光伏玻璃价格开始回升，福莱特玻璃作为行业龙头规模及盈利能力优势有望延续，维持“增持”评级，目标价14.04元。考虑3月起光伏玻璃价格回升，该行小幅上调公司光伏玻璃均价假设，预计25-27年纯行为10.7亿、18.3亿及23亿元人民币。(jl/k)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-31 12:25。)
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