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《大行报告》高盛上调福莱特玻璃(06865.HK)及信义光能(00968.HK)目标价 评级均为「买入」
阿思达克 10-15 10:09
高盛发表研究报告,将2020至2023年行业的大阳能玻璃平均售价上调15%至32%。根据市场数据,3.2mm及2.0mm的太阳能玻璃均价自9月份起,已分别升23%及17%至每平方米37元及28元人民币。该行相信,太阳能玻璃的需求强劲主要是因为双面模块的渗透率上升,尤其是在海外市场,留意到在上半年出口的模块中,渗透率达40%。由於海外市场的平均售价上升,相信大部分的模组生产商将优先考虑海外需求,这或会进一步推动太阳能玻璃的出货量。

为了反映双面玻璃解决方案的采用度加快,该行将行业2020至2023年的太阳能玻璃需求预测上调5至7%,而其更新的分析表明,及至2021及2022年太阳能玻璃的供应或会大致持平。

另外,为反映平均售价上升的预期,该行将福莱特玻璃(06865.HK)2020至2022年的盈利预测上调11%至38%,目标价由原来的20元上调至30元;并将信义光能(00968.HK)2020至2022年的盈利预测上调3%至30%,目标价由原来的12元上调至15元。两股评级皆为「买入」。

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