智通财经APP获悉，花旗发布研报称，考虑到汽车玻璃业务获利贡献激增及毛利率表现优异，将信义玻璃(00868)核心玻璃业务估值倍数上调至预测今年市盈率10倍，并采用分类加总估值法，计入信义光能(00968)与信义能源(03868) 的盈利来源，信义玻璃目标价由7.55港元上调至9.01港元，维持“中性”评级。
花旗下调对信义玻璃 2025年至2027年收入预测5%，毛利率预测下调1.3至2.8个百分点，至介乎28.5%至30.2%; 净利润预测下调21%至38%，至26亿、33亿及37亿元人民币，以反映浮法玻璃平均售价与利润率压力。该行对公司中短期前景仍持谨慎态度，因当前经济与房地产市场持续抑制公司复苏前景。
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