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《大行報告》高盛降信義光能(00968.HK)及福萊特玻璃(06865.HK)評級至「中性」 首選「買入」信義能源(03868.HK)
高盛發表報告,將今年中國潔淨能源喜好行業由風能轉至太陽能,認為太陽能需求的增長前景強勁,特別是多晶矽價格於今年初下跌了30%。 該行預料,其首選買入之一的信義能源(03868.HK)今年盈利增長或達40%,相信公司是2月開始需求強勁復甦的主要受惠者,維持公司股份於「確信買入」名單,目標價5元。 不過,由於預期太陽能玻璃的供需動態可於今年趨穩,雖然太陽能玻璃產品均價料仍持平於每平方米27元人民幣,但信義光能(00968.HK)及福萊特玻璃(06865.HK)今年的毛利率或會受壓。高盛因而將兩企評級由「買入」降至「中性」,信義光能目標價由20元下調至14.5元,福萊特玻璃H股目標價則由40元調低至30元。
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