大行评级 | 大摩：调整信义光能、福莱特玻璃及洛阳玻璃目标价评级“增持”

金融界网站2023-03-07

格隆汇3月7日丨大摩发报告指，内地太阳能玻璃价格和利润率在今年首季已经触底，主要是业界认为镀膜太阳能玻璃产品的毛利率降1%，进一步限制价格下行。该行认为，强劲销量增长能为信义光能(0968.HK)、福莱特玻璃(6865.HK)在2022年至2025年期间的三年复合年增长率分别推动29%及36%。该行预料，信义光能及福莱特玻璃今年产能均能按年增逾50%，并推动强劲销量增长及稳固盈利；而洛阳玻璃(...

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大行评级 | 大摩：调整信义光能、福莱特玻璃及洛阳玻璃目标价 评级“增持”

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大行评级 | 大摩：调整信义光能、福莱特玻璃及洛阳玻璃目标价评级“增持”