大行报告 | 花旗升福莱特玻璃及信义光能目标价,上调盈测
花旗发表研究报告,引述大宗商品数据机构卓创资讯(SCI)指,受惠新增产能快速增长,料今明两年太阳能玻璃大致供求平衡;SCI料3.2毫米太阳能玻璃均价将由去年的每平方米30.56元人民币,升至今明两年分别33.62及33.03元人民币,价格大致稳定。此外,SCI料行业领导可受惠持续的成本优势及大体积产品需求增加。该行维持看好福莱特玻璃(06865.HK)及信义光能(00968.HK)作为行业双头垄断者、中期具高产能增长及可持续毛利率。
该行上调福莱特玻璃2022年盈测25%,并上调信义光能2021至2022年盈测4%至17%,主因太阳能玻璃销售均价上升。该行上调福莱特玻璃H股目标价15%,由37.5元升至43元;另上调信义光能目标价19%,由18.7元升至22.3元,评级均为「买入」。该行偏好福莱特玻璃,具较大盈利增长空间,估值较信义光能呈低水。
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