瑞信：升信义光能（00968）目标价至16.7港元 评级“跑赢大市”
© Reuters. 瑞信：升信义光能（00968）目标价至16.7港元 评级“跑赢大市”
智通财经APP获悉，瑞信发表研究报告，将信义光能(00968)2020-22年每股盈测升26-28%以反映价格上升，目标价由10.9港元升至16.7港元，评级“跑赢大市”，维持行业首选之一。
报告称，11月份太阳能玻璃3.2mm产品的交付价升至每平方米逾42元人民币(下同)，按月升约两成，而2mm产品的价格也升至每平方米34元，按月增21%，表现符合之前市场预期。
该行相信，受供应短缺影响，短期玻璃价格及利润将维持在高位。该行预计，由当前至明年底，行业日均产能将增约9600吨，估计可缓和太阳能玻璃短缺的情况，但由于需求增长，料整体供应仍然紧张。
瑞信估计，加价后公司3.2mm玻璃的毛利率可由48%扩至56%，接近过去十年的高位，并预期今年下半年毛利率将自上半年的39%扩张至45%。
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