里昂发表研究报告指，在海外产能需求相对强劲及盈利能力良好的带动下，信义光能今年上半年业绩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，略好过该行原先预期的5亿至6亿元；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。 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，现予信义光能目标价4港元及“跑赢大市”评级。
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.