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《大行報告》匯豐研究料太陽能玻璃9月加價 看好信義光能(00968.HK)及福萊特玻璃(06865.HK)
匯豐環球研究發表報告指,由於下游需求復甦,內地太陽能玻璃的供需正在重新調整,上周行業庫存水平為16日,按周下跌15.5%。因需求強勁,預計太陽能玻璃將於9月迎來今年首次大規模加價。 該行表示,早前太陽能玻璃價格從今年初的歷史高位幾乎下跌了一半,但認為太陽能的終端需求在下半年增強,有助支持平均售價,主因資金和國企急於在年底前增加可再生能源。另外,中國光伏行業協會預測 今年新增裝機容量為55至65吉瓦,意味下半年將新增超過40吉瓦。 匯豐研究相信行業龍頭可更為受惠,預期在較低價格環境下,龍頭企業的成本優勢及產能擴展可推動它們有跑贏表現。該行重申看好信義光能(00968.HK)及福萊特玻璃(06865.HK),維持兩企「買入」評級,目標價分別18.9元及47元。
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