花旗:降信义光能目标价至2.3港元 维持“中性”评级

新浪港股
04 Jun
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  花旗发布研报称,将信义光能(00968)2025年净利润预测下调46%,2026至2027年下调32至36%,以反映太阳能玻璃价格较低及预期产量没有扩张;目标价由3.65港元降至2.3港元,维持“中性”评级,因市账率较便宜。

  该行认为公司正面对不同挑战,如销售价格下滑,5月份2.0mm及3.2mm太阳能玻璃的售价分别同比跌25.5%及17.8%。基于关税的不确定性,该行料太阳能安装量于今年4月见顶后将于下半年下跌。再者,来自二线及以下同行的竞争加剧,作为龙头的福莱特玻璃(06865)和信义光能的生产占比下跌了2.9个百分点至39.2%。该行又料信义光能2025全年的有效年熔化量将同比跌6.6%至846.8万吨,而管理层于2月时指引为同比升1%至908万吨。

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