大摩：予信义光能(00968)“增持”评级 目标价5.8港元
摩根士丹利发布报告称，予信义光能(00968)“增持”评级，目标价5.8港元。
信义光能日前发盈喜，预计今年上半年纯利将取得19亿至20亿元，同比增幅达35%至45%，与市场普遍预期基本一致，增幅向好相信是由于2023年投产的六条生产线产量释放，推动期内销量增长，同时纯碱、天然气等生产成本下降，以及上半年盈利基数较低，亦推动期内业绩增长。
大摩提到，公司基本面仍然受压，自5月中旬以来，由于国内外需求疲软，需求持续下滑，同时本年至今新投产的产能增量令玻璃供应量不断增加，在需求疲软的情况下供需不平衡加剧，导致材料库存堆积至约一个月，玻璃价格亦下降，预期行业基本面疲软可能会在短期内继续推低光伏玻璃价格，从而拖累信义光能下半年盈利表现。
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