里昂：信义光能(00968)上半年业绩稍胜预期目标价4港元

智通财经网

07-21

智通财经APP获悉，里昂发布研报称，抢装潮过后需求转弱，太阳能玻璃龙头企业已开始对窑炉进行冷修并延迟产能扩张，日均熔炼量由6月的10万吨降至7月中的9.2万吨。该行仍然相信于潜在的供给端改革下，太阳能玻璃龙头企业将处于更有利地位;现予信义光能(00968)目标价4港元及跑赢大市评级。

报告指，在上半年海外产能需求相对强劲及盈利能力良好的带动下，信义光能上半年业绩较去年下半年有所改善，公司预期净利润将达6.15亿至7.96亿元人民币，略好过该行原先预期的5亿至6亿元人民币;该行料上半年太阳能玻璃的每单位净利润超过每平方米0.5元人民币。

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