《大行报告》大和上调福莱特玻璃(06865.HK)目标价至32元 评级「买入」
大和发表报告指,内地工信部昨日(22日)公布水泥和玻璃行业产能互换计划的谘询草案,其中提到太阳能玻璃将会加入计划,若最终落实,或会限制国内太阳能玻璃的整体产能增长。
该行认为,草案可直接令一线太阳能玻璃制造商受惠,包括福莱特玻璃(06865.HK)及信义光能(00968.HK),主要由於此举可使太阳能玻璃的中期供应平衡,令价格有支持。而一线太阳能玻璃制造商明年的产能扩张已获得批准,且有关企业在海外的玻璃建设和运营有经验。
大和上调福莱特玻璃股份目标价,由30元升至32元,评级维持「买入」,并调升集团明年及2022年每股盈利预测18%至24%,以反映最新的产品均价预测。
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