智通财经APP获悉，中银国际发布研报称，福耀玻璃(03606)首季度总收入同比增长12.2%，略低于该行预期;海外收入首季度增长好于预期;归母净利润同比大幅提升46.3%，高于该行预期;若剔除非经常性损益和外汇受益的影响，首季度核心净利润同比提升9%，按季比较基本持平，符合预期，重申福耀玻璃的“买入”评级，目标价维持65港元不变。
该行将福耀玻璃2025至2026财年净利润预测，微调1%至分别79亿及88亿元人民币。尽管特朗普新一轮关税战增加未来产业链成本和行业需求的不确定性，但认为福耀玻璃或是零部件供应商中最有能力应对贸易壁垒的企业，得益于其完善的本土化布局和全球营运能力，以及绝对领先的行业地位带来的议价能力。
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