智通财经APP获悉，福耀玻璃(03606)涨超4%，截至发稿，涨4.27%，报59.85港元，成交额1.05亿港元。
消息面上，中银国际近期研报指出，预计福耀玻璃次季收入同比增长13%至14%，达到107至108亿元人民币(下同)，主要得益于国内汽车玻璃收入提速(预计同比增长超15%)以及海外汽车玻璃销售的稳步增长。维持福耀玻璃“买入”评级，目标价从65港元上调至72港元(基于2025年20倍预期市盈率)。该行认为，公司接下来公布二季度业绩或将成为扭转其股价年初至今表现落后的催化剂。
该行预计福耀玻璃次季度毛利率较一季度35.4%改善超过1个百分点，主要得益于规模效应的提升、主机厂额外返利压力减轻，以及纯碱等原材料和运费下降带来的成本节约。加上欧元兑人民币的大幅升值估计带来超过3亿元汇兑收益，并预计第二季度公司净利润有望达到25亿至26亿元，再创季度新高。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.