《大行報告》花旗:內地太陽能電池價格於四月內倍升後近期回落 對光伏玻璃股持審慎看法
花旗發表研究報告,指太陽能產品價格本週按周走勢分化,其中單級多晶矽與單晶價格按周持平;太陽能電池價格在過去四個月升幅逾倍後,按周跌1.9%;單晶模塊價格按周持平。
報告稱,在預期今年內地太陽能裝機增長由55GW下調至50GW的情況下,考慮多晶矽價格上漲,上週已下調新項目回報率預測。在內地太陽能行業中,看好通威股份(600438.SH),以反映多晶矽的價格上升,同時看好隆基股份(601012.SH),因其太陽能晶矽、電池和模組製造商的全球供應商地位。但對太陽能玻璃生產商信義光能(00968.HK)和福萊特玻璃(06865.HK)則較審慎,因太陽能玻璃價格正在下跌,花旗予信義光能評級「中性」,目標價11.5元;另予福萊特玻璃評級「沽售」,目標價16.8元。
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