智通财经APP获悉，交银国际发布研报称，由于福莱特玻璃(06865)中国内地二、三线企业投产超预期，且考虑对等关税对越南产能的影响，下调其2025-2027年盈利预测15%、10%及9%，目标价从13.45港元下调至11.3港元。但该行预计，因产品价格上涨，公司次季盈余有望按季大幅增加，且集团盈利优势仍明显，维持“买入”评级。
报告提到，公司首季盈利1.06亿元人民币，远胜市场预期的亏损7000万元人民币，并较上季亏损2.89亿元大幅扭亏。内地2mm光电玻璃均价环比上升，叠加纯碱价格下跌及降本增效，推动毛利率及净利率环比升8.8及9.6个百分点至11.7%和2.6%，高于该行预期3.3个百分点。
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