【券商聚焦】交银国际下调信义光能评级至中性 指产能出清慢于预期

金吾财讯
Mar 03

金吾财讯 | 交银国际研报指,信义光能(00968)2025年盈利8.44亿元(人民币,下同),同比降16%,其中下半年仅0.99亿元,主要由于全年计提固定资产减值23.2亿元(其中光伏玻璃7.2亿元、持股52%的多晶硅项目16.0亿元)。该机构指,11月起光伏玻璃价格重回下跌趋势,目前全行业再次回到亏损状态。但目前在产产能大多为运营时间较短的低成本产能,进一步冷修的意愿不高,而已建成产能仍在陆续...

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