瑞银：降信义光能(00968)目标价至5.7港元 维持“买入”评级
瑞银发表报告称，信义光能(00968)中期净利润按年增41%至19.6亿元，符合预期。且由于信义光能产能及毛利预测下降，该行分别下调其2024至26年的每股盈测21%、22%及15%，目标价由6.9港元降至5.7港元，维持“买入”评级。
该行预计，太阳能玻璃行业的长期供需将会改善，在利润压力和供应方控制下，2025至26年的产能增长将会放缓。管理层称，集团次季毛利率大致与首季相同，不过，由于需求低迷及定价疲软，预期第三季的毛利率将低于上半年。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
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