异动解读｜信义光能盘中下跌5.12%，中期业绩大幅下滑叠加行业供需失衡持续承压

行情直击11:07

8月13日，信义光能盘中下跌5.12%，报2.28港元，成交额7737.08万港元。

消息面上，公司此前公布中期业绩，上半年收入84.3亿元，同比下降22.9%；归母净利仅3900万元，同比骤降94.8%，光伏玻璃业务录得亏损，盈利主要依赖可再生能源发电业务贡献。交银国际维持中性评级，指短期业绩承压；华泰证券下调目标价至2.84港元并降级至"增持"，认为光伏玻璃行业仍处供需调整期，7月以来冷修加速但尚不足以支撑价格快速回升。行业层面，2.0毫米玻璃每平米价格由年初10.5元跌至8.5元，中国内地在产产能已由3月底的8.7万吨降至7.1万吨，产能出清仍在进行中。此外，8月13日为公司中期股息除净日，每股仅派0.0023港元，反映盈利能力显著弱化。

（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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