《大行報告》大和下調信義光能(00968.HK)評級至「持有」 產品降價影響負面
大和發表報告指,信義光能(00968.HK)下調其太陽能玻璃產品的平均售價,庫存週轉天數爲20日,同業福萊特玻璃(06865.HK)的均價則保持不變,庫存週轉天數14日,料對信義光能影響負面。
另外,信義光能股價表現將受到信義能源(03868.HK)上半年業績不吸引的影響,主要是人民幣貶值及HIBOR相關息口波動,財務成本上升。此外,該行亦看到信義光能再生補貼應收款扣除帶來潛在風險,維持其目標價8.4元,惟將評級由「跑贏大市」降至「持有」。(ca/k)
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