国海证券研报指出，福耀玻璃上半年实现归母净利润48.05亿元，同比增长37.33%；营收利润持续稳健增长，盈利能力进一步提升向上。公司收入端持续增长确定性强（主要由全球市占率+ASP+单车面积提升驱动），利润端表现趋势向上，但会受到汇兑损益波动、SAM亏损波动、纯碱和天然气等原材料成本影响。后续随着美国扩产项目、福清出口基地和福耀合肥基地等产能陆续释放，公司市占率提升速度有望超预期。该行看好公司持续向上趋势，维持“增持”评级。
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