交银国际：维持信义光能(00968)“中性”评级 目标价降至4.09港元
交银国际发布报告称，下调信义光能(00968)目标价9.3%，从4.51港元降至4.09港元，维持“中性”评级。7月以来光伏玻璃价格持续下跌。在目前价格下，该行计算除公司和福莱特玻璃(06865)仍有盈利外，其他企业都已严重亏损。行业日熔量7月底环比减4.1%。产业进入产能出清阶段。
该行指出，公司2024年上半年实现归母净利19.6亿港元，同比增41%，略超预告中值。光伏玻璃分部收入增长4.8%，因成本下降，分部毛利率在低基数下同比增加6.3个百分点至21.5%。由于弃光率及市场电量比例提升，光伏发电分部毛利率同比下降4.9个百分点至65.5%。
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