里昂发布研报称，福莱特玻璃(06865)首季净利润转正为1.06亿元人民币，对比2024年第四季净亏损2.89亿元人民币，受惠行业整体供应减少及中国太阳能安装热潮推动产品平均售价回升。但该行预计自今年5月起，受可再生能源电价市场化启动影响，太阳能需求将疲软，因此下调对公司今年至2027年净利润预测15%至21%，该行将福莱特玻璃目标价由14港元下调至10港元，但维持“跑赢大市”评级，基于仍然看好其成本领先地位。

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