福莱特(06865.HK)信义光能(00968.HK)逆市续涨12%-13% 获美银看好
福莱特(06865.HK)及上周五已率先获麦格理与摩通分别升价至17.9元及18.8元的信义光能(00968.HK)获美银看好,两股逆市三连涨,前者高见27.95元,暂受制10月9日盘中所创纪录高位28.6元,现造27.55元,续涨12%,但成交仅1,640万股;後者股价续升13%报18.28元连续第二天创上市新高,成交8,504万股。
美银美林指,国家谘询文件透露,将放宽太阳能玻璃产能的审批,主因未来持续的光电产能和供应风险。该行与多间玻璃供应商讨论後,发现监管机构目前只会批准需要、具先进科技、排放和能源效益符标准的产能,该行认为福莱特玻璃和信义光能均较有机会取得批准。同时,信义光能於12月17日配股集资39亿元以增加太阳能玻璃产能;而福莱特则计划发行25亿元人民币新A股。两公司在筹集资金後,负债比率分别为21.7%及20.8%。此外,福莱特在越南厂房第一条生产线於12月17日启动,而第二条生产线则会於明年首季启动,未来也会继续在国内增产;信义光能亦会在国内增产,符合全球太阳能玻璃需求。故给予信义光能及福莱特「买入」评级分别看17.6元及30元。
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