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大行評級|大和:下調信義光能評級至“持有” 目標價降至5.2港元
格隆匯 06-07 13:38
大和發表研究報吿指,信義光能由於基數較低,6月底發盈喜的機會很大,但未來仍有阻力。因此,將該股評級由“跑贏大市”下調至“持有”,目標價由5.5港元降至5.2港元,又將2024至26年盈測下調2至4%。該行認為,下半年光伏玻璃的產能上升,平均售價亦可能呈現下降趨勢,這並不利於行業情緒。另外,美國恢復對東南亞4國太陽能產品徵收關税,加上該行對美國針對光伏組件產能的第二輪反傾銷或反補貼調查感到憂慮,東南亞產量或會減少。因此,該行認為集團的產能面臨潛在阻力。
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