高盛预警光伏玻璃行业,预计今明两年或迎更深度低迷。 据追风交易台消息,高盛近期发布研报称,行业减产执行难度大且成本高企,叠加需求疲弱,将推动玻璃价格进一步下跌,预计光伏玻璃行业将在2025年下半年至2026年迎来更深度的盈利下滑。 报告中,高盛重申对两大光伏玻璃巨头信义光能和福莱特的“卖出”评级,将两家公司2025-26年的EBITDA预期值分别下调73%和58%。 需求疲弱叠加减产困难,行业面临...
Source LinkDisclaimer: 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.