金吾财讯 | 信义光能(00968)早盘股价发力转涨，午后维持3%以上的升幅，截至发稿，报3.02港元，涨幅3.07%，成交额3.23亿港元。里昂研究报告指，在上半年海外产能需求相对强劲及盈利能力良好的带动下，信义光能上半年财报较去年下半年有所改善，公司预期净利润将达6.15亿至7.96亿元人民币，略好过该行原先预期的5亿至6亿元人民币；该行料上半年太阳能玻璃的每单位净利润超过每平方米0.5元人民币。抢装潮过后需求转弱，太阳能玻璃龙头企业已开始对窑炉进行冷修并延迟产能扩张，日均熔炼量由6月的10万吨降至7月中的9.2万吨。
该行仍然相信于潜在的供给端改革下，太阳能玻璃龙头企业将处于更有利地位。该行予信义光能目标价4港元及“跑赢大市”评级。
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