大行评级|高盛:预计太阳能玻璃需求续跌,维持信义光能及福莱特“沽售”评级

格隆汇
Aug 05

高盛发表研究报告指,信义光能与福莱特玻璃发布的盈利预警均显著逊预期。虽然自4月起,所覆盖太阳能玻璃股的股价有所上升,反映市场憧憬反内卷政策下供应收缩及提价,但该行认为行业的盈利下行压力将在今年下半年至明年进一步加深。该行将今年第三季至明年的平均售价预测下调介乎9%至20%,至每平方米10至11元,以反映下半年供需恶化及原材料价格持续通缩,并料第四季玻璃需求的回调幅度会更深。基于有效产能减少、...

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