信义光能(0968.HK)公布,截至6月底止中期业绩,收益109.32亿元,同比跌6.52%;股东应占溢利7.46亿元,同比减少58.82%。每股盈利8.21分,中期息派4.2港仙,减少58%。 集团称,上半年,太阳能行业经营环境仍然复杂多变且充满挑战。太阳能玻璃市场的复苏,将主要取决于全球光伏装机趋势,及主要市场的太阳能政策动向。在中国,今年上半年由政策驱动的装机潮过后,可能会迎来暂时性放缓,因地方政府仍在敲定实施细节,这或将抑制太阳能玻璃的短期需求。然而,海外市场的装机活动通常于下半年更为活跃,这可能部分抵消中国的需求萎缩。
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