金吾财讯 | 交银国际研报指，福莱特玻璃(06865)1季度盈利1.06亿元，远优于一致预期亏损0.7亿元，相比4Q24亏损2.89亿元大幅扭亏。据卓创资讯，1季度内地2.0mm光伏玻璃均价环比上涨5.5%，同时成本下降，推动毛利率环比大幅提高8.8个百分点至11.7%。光伏玻璃价格3-4月强劲反弹，二三线企业投产较多。公司越南产能受“对等关税”影响，但该行认为总体影响有限。该行下调2025-27年盈利15%/10%/9%，将目标价下调至11.30港元（原13.45港元）。该行预计公司2季度盈利有望环比大增。公司相比同业盈利优势明显，维持买入评级。
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