《大行》星展降福莱特玻璃(06865.HK)目标价至6.4元 降评级至“完全估值”

阿斯达克财经
May 26, 2025

星展发表研究报告指,虽然福莱特玻璃(06865.HK) 正积极减省成本并提高利润,但该行对大量新产能涌入市场感到忧虑。尽管目前供过于求,但每日正在建设的产能至少有1万至1.2万吨,新供应料将限制销售均价于中期的上行潜力。不过,该行表示,由于新电价机制,预期下半年的产能增长将显著放缓,而考虑到较弱的均价,将福莱特玻璃今明两年的收入增长预测下调约11个百分点。该行又将集团目标价由7.5元调降至6.4元...

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