小摩：升信义光能(00968)及福莱特玻璃(06865)评级至“增持“ 对行业看法转趋乐观

智通财经08-03

智通财经APP获悉，摩根大通发布研报称，中国光伏板块年初至今平均下跌约30%，部分股份估值已接近历史低位，目前对该行业看法转趋选择性乐观，预期下半年光伏需求将受季节性因素带动而复苏，加上停产安排，光伏玻璃的供需前景有望改善。

该行将信义光能(00968)及福莱特玻璃(06865)评级由“中性”上调至“增持”，憧憬若行业整合，信义光能及福莱特玻璃有望取得更多市场份额;同时维持协鑫科技(03800)"增持"评级，信义光能目标价由3.1港元降至2.8港元，福莱特玻璃H股目标价由9.8港元降至8.8港元。小摩预测福莱特玻璃2026年将录得亏损，将2027至2028年盈利预测下调1%至9%，降信义光能2026至2028年盈测介乎1%至71%。

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