港股异动 | 福耀玻璃(03606)涨超3% 产品结构改善或驱动毛利率上升 大摩上调公司目标价
福耀玻璃(03606)涨超3%，截至发稿，涨3.35%，报46.25港元，成交额1.2亿港元。
消息面上，摩根士丹利研报指出，将2024年首季度的财务数据纳入该行的模型中，并将2024/25年度每股盈利预测上调3%及5%，以反映产品结构改善带来的毛利率上升，并稳定投入成本，目标价由36港元上调8.3%至39港元。此外，大摩又将福耀玻璃最乐观(最牛)目标价由54港元上调9.3%至59港元，主要反映一旦地缘政治冲突结束，该集团在俄罗斯的业务恢复正常营运。
据悉，福耀玻璃为国内一流的汽车玻璃龙头，目前公司国内市占率超过65%，海外市占率超过30%。招商证券指出，以旧换新政策有利于提振汽车行业销量，促进新能源汽车快速渗透，零部件板块重点推荐福耀玻璃。
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