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富瑞:下調福萊特玻璃(6865.HK)今明年盈利預測 目標價降至12.8港元
格隆匯 05-11 13:11

富瑞發表報吿指,太陽能光伏玻璃價格戰愈益激烈,不排除下半年價格或會創新低,故將福萊特玻璃(6865.HK)A股及H股評級由持有下調至遜於大市,並降A股目標價34%至17.75元人民幣,H股目標價則降48%至12.8港元。

富瑞表示,隨着行業整合,太陽能光伏玻璃價格料會長時間維持低位,估計大型公司將會更進取地減價,故削玻璃價格預測10至20%,至每平方米18至19元人民幣;同時今、明兩年玻璃供應情況料較預期差,估計產能至少增長57%,惟需求只增不到38%。該行又削減福萊特玻璃今、明年盈利預測各17%及38%。

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