《大行報告》大摩:今年太陽能玻璃仍供應過剩 下調相關股目標價
大摩發表報告指,太陽能玻璃今年仍然供過於求,但料明年可能會出現一些供應限制的問題,下調相關股份目標價。
報告指,受惠多晶矽價格下降,今年全球太陽能安裝量預計將保持強勁。不過,由於太陽能玻璃新產能陸續投產,邁向2024年,太陽能玻璃生產商仍然存在供應過剩的問題。同時,國家工信部對新規劃的太陽能玻璃項目的反饋延遲,將限制今年打後的供應增長,長期而言有利於太陽能玻璃龍頭企業。
大摩對信義光能(00968.HK)目標價由15.2元降至12.6元,福萊特玻璃(06865.HK)目標價由33.4元降至25.5元,洛陽玻璃股份(01108.HK)目標價由16.6元降至11.1元。評級均爲「增持」。
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