智通财经APP获悉，交银国际发布研报称，下调信义光能(00986)目标价13.55%，由4.28港元削至3.7港元。目前多晶硅产能收储计划正在商议中，利好公司收回投资成本。在政策推动下光电供给侧迎转机，维持“买入”评级。
交银国际指，公司2025年上半年盈利7.5亿元人民币(下同)，同比减58.8%，超预告中值6%。光伏玻璃收销量增长17.5%，但平均售价下跌21%，并对闲置窑炉计提3.1亿元固定资产减损。光电玻璃价格自5月以来大幅下跌，但中国内地在产产能已由5月底的10万吨降至目前的8.9万吨，后续或仍将有较大规模减产，该行预计8月起价格将见底回升。
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