异动解读｜信义光能盘中上涨5.68%，中期业绩符合预期叠加高盛上调至买入

行情直击08-03

8月3日，信义光能盘中上涨5.68%，报2.335港元，成交额3608.04万港元。

消息面上，公司7月31日公布中期业绩，收入84.3亿元，归母净利润3900万元，同比下降94.8%，机构评价符合预期。公司下半年计划点火印尼1250吨新产能，海外利润优于国内，毛利率有望改善。此外，高盛近期上调信义光能至"买入"评级，目标价2.8港元，指出光伏玻璃头部企业7月启动集中冷修约5800吨/日产能，预计下半年玻璃价格较二季度上涨9%，行业供给端主动收缩驱动三季度拐点。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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