信义玻璃午后急升3.02% 机构指集团的汽车玻璃业务表现超出预期

金吾资讯2025-08-08

金吾财讯 | 信义玻璃(00868)午后急升，截至发稿，涨3.02%，报8.53港元，成交额7923万港元。消息面上，汇丰研究发表报告指，信义玻璃上半年录盈利10亿元，按年跌61%，符合早前公布的盈利预告。然而，集团的汽车玻璃业务表现超出预期，产量在新产能的带动下得以提升，而毛利率则因成本下降而持续扩大。目前汽车玻璃业务目前在毛利的占比为58%，并料业务贡献将继续上升。该行表示，鉴于浮法玻璃价格已...

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