智通财经APP获悉，信义光能(00968)午前涨近4%，截至发稿，涨3.97%，报3.67港元，成交额1亿港元。
消息面上，近期，据信义光能官微消息，公司印度尼西亚项目首座光伏玻璃窑炉点火仪式在印尼吉配经济特区隆重举行。据介绍，该生产线采用国际领先设备和生产技术，日熔化量达1200吨，年产量超过36万吨，可满足约8GW太阳能组件盖板需求，有力支撑东南亚及周边地区清洁能源的快速发展。未来，公司将持续积极响应国家“一带一路”倡议，深化在印尼的投资与合作。
中金指出，信义光能印尼已有1条1200吨产线于近期投产，该行预期另1条即将投产，年内实现满产满销。公司海外产能占公司在产总产能比例达到24.7%。根据海外组件需求和玻璃供给情况，该行测算公司仍需划分国内10-15%的产品出口至海外，叠加海外产能出货，该行认为公司海外合计出货占比将超过35%，光伏玻璃海外利润率长期优于国内，利润率重心有望较去年上移。
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