异动解读｜信义光能盘中下跌5.19%，光伏玻璃行业供需承压叠加管理层换届

行情直击08-31

8月31日，信义光能盘中下跌5.19%，报2.285港元，成交额4001.94万港元。

消息面上，光伏太阳能板块近期持续走弱，公司中期业绩大幅承压，上半年收入84.3亿元，同比降22.9%，归母净利仅3900万元，同比骤降94.8%，光伏玻璃业务毛利率跌至3.3%。此外，公司此前被剔除MSCI中国指数，被动资金流出压力尚未完全消化。管理层方面，执行董事朱灿辉于8月31日正式卸任，新任财务总监林志光9月1日起接任，人事过渡期亦引发市场关注。交银国际维持中性评级，华泰证券指光伏玻璃行业仍处供需调整期，行业冷修虽有加速但尚不足以支撑价格快速回升。

（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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