【5 月 26 日,星展发布研究报告称福莱特玻璃相关情况】星展指出,福莱特玻璃虽积极减省成本、提升利润,但其对大量新产能涌入市场存忧。当前供过于求,每日建设产能至少 1 万至 1.2 万吨,新供应或限制销售均价中期上行潜力。不过,因新电价机制,下半年产能增长预计显著放缓。鉴于较弱均价,星展下调福莱特玻璃今明两年收入增长预测约 11 个百分点,目标价由 7.5 港元降至 6.4 港元,评级由“持有”...
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