美银证券发布研报称，福耀玻璃（03606）2026年第二季收入116亿元人民币（下同），年度同比持平、季度环比升11%，较该行预期低5%；毛利率年度同比升1.7个百分点至40.2%，胜预期，经调整毛利率升0.4个百分点至38.9%；经营溢利年度同比增长5%至28亿元，较该行预期高5%；纯利年度同比下跌19%，较该行预期低4%，主要受3.6亿元汇兑损失拖累。
美银证券重申“买入”评级，将目标价由75港元降至71港元。该行将福耀玻璃2026至2028年收入预测平均下调10%，以反映较疲弱的销量假设；同时因利润率表现稳健，将盈利预测平均下调4%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.