交银国际：内地光伏制造业估值较低 首选福莱特玻璃(06865)、协鑫科技(03800)
交银国际发布报告称，内地光伏制造业面临产能过剩加剧，但目前估值已跌至较低水平，已充分反映此预期，首选具有成本优势的龙头企业福莱特玻璃(06865)及协鑫科技(03800)，评级均为“买入”，目标价各为19港元及1.91港元。
交银国际指出，光伏玻璃行业三季量利双升，部分企业获利创单季新高，产能预警机制下毛利率下行空间有限。多晶硅行业均价大跌，导致多晶硅企业获利锐减，过剩产能出清前售价仍有压力。变频器行业受欧洲库存高企影响，海外户用储能及并网逆变器需求大幅下降，国内需求仍维持快速成长。因收入结构差异，企业绩效出现明显分化。
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