福耀玻璃(03606)盘中涨超4%,截至发稿,股价上涨3.76%,现报56.65港元,成交额7646.96万港元。
福耀玻璃一季度实现营业收入99.1亿元(人民币,下同),同比增加12.16%;归母净利润20.3亿元,同比增加46.25%。
中信建投证券指出,收入端继续兑现主业“量价齐升”逻辑。汇兑推动利润进一步增厚。毛利下滑主要受会计政策变更及产能爬坡影响,后续有望稳步回升。公司长期聚焦汽车玻璃主业,稳步推进全球化布局。天幕玻璃、HUD玻璃等高附加值产品持续渗透,带动单车价值量增长。看好公司产能陆续释放,全球份额持续提升。
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