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《大行报告》大和降信义光能(00968.HK)评级至「持有」 目标价下调至4.5元
阿思达克 04-22 09:40
大和发表研究报告,疫情爆发令海外需求疫弱,光伏玻璃的价格在4月初下跌10%至每平方米26元人民币。该行预期,光伏玻璃的价格在今年余下时间会进一步下调,因为太阳能产品海外需求的可见度仍低。

该行续指,信义光能(00968.HK)与其同业福莱特玻璃(06865.HK)从事纯玻璃光伏产品不同,其拥有一个太阳能发电场,虽然新政策允许所有现有项目在今年注册後有资格获得补贴,但仍可能会面临补贴延期的问题,因为可再生能源基金仍有很大的赤字。

在考虑到对公司细分市场的忧虑後,该行将其投资评级由原来的「跑赢大市」下调至「持有」。目标价由原来的4.6元下调至4.5元。2020至2021年的每股盈利预测下调3%,以反映对其平均售价的最新假设。

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