智通财经APP获悉，信义光能(00968)现涨超5%，截至发稿，涨4.44%，报3.06港元，成交额2.15亿港元。
消息面上，信义光能公布，该公司预期2025年上半年公司权益持有人应占综合纯利同比减少56%至66%。2025年上半年纯利预计减少乃主要由于以下原因：光伏玻璃产品的平均售价较2024年上半年大幅下跌，主要是由于光伏玻璃产品供过于求，而中国光伏装机激增带来的销量增长及原材料及能源成本下降未能抵销此跌幅；及确认若干光伏玻璃生产设施的减值亏损，该等设施已停止营运或正在进行维修或翻新。
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。抢装潮过后需求转弱，光伏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。该行仍然相信在潜在的供给端改革下，光伏玻璃龙头企业将处于更有利地位。
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