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光伏玻璃股低位見買盤 信義光能及福萊特玻璃回升8%-9.5%
光伏玻璃股低位見買盤,今早股價大幅跑贏傳統玻璃股。福萊特玻璃(06865.HK)扭三連跌,股價重越50天線(32元),最高見34.65元,現報34.5元,反彈9.5%,成交545萬股。 藍籌信義光能(00968.HK)扭八連跌,股價重越50天線(15.7元),最高見16.32元,現報15.96元,回升8%,成交2,824萬股。 摩通上週指,內地上遊光伏企業7月初至今累積升幅達16%,同期MSCI中國指數則跌13%,主要來自現時行業政策風險相對較低;預期明年乘用車市場需求強勁,以及市場開始憧憬隨着多晶硅供應樽頸放緩,故明年市場將迎來複蘇。 美銀證券上週指,信義光能及福萊特玻璃8月平均銷售單價按月持平在每平方米22元人民幣水平,以現時平均銷售單價來看,該行估計毛利率將稍低於30%,而上半年毛利率則爲50%。假設下半年毛利率於26-29%水平,估計全年計毛利率亦將逾32%,該行保守估計今年毛利率仍有30%,以反映下半年原材料成本有機會進一步上升,2022年則預期毛利率爲26.5%。該行將福萊特玻璃H股目標價則由50元升至52元,重申予其H股及A股「買入」評級,相信公司可透過使用低成本融資擴充產能,並搶佔市場份額,同時太陽能玻璃的平均銷售單價、毛利率及生產技術等因素應可限制高成本、低效益的生產商擴產。 恆指扭四連跌,今早在倒升騰訊(00700.HK)、港交所(00388.HK)、美團(03690.HK)、舜宇(02382.HK)和申洲(02313.HK)升1.5%-2.8%,以及信義光能反彈8%帶動,反覆回升132點或0.5%,報25,878,成交額372億元。
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