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港股异动 | 信义玻璃(00868)高开逾5% 12月浮法玻璃产销改善显著 价格由跌转涨

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信义玻璃(00868)高开逾5%,截至发稿,涨5.33%,报8.7港元,成交额1018.55万港元。

华泰证券日前研报指出,12月以来,由于上游原料纯碱受供给扰动刺激价格上涨,下游玻璃贸易商和深加工企业补库存的积极性提升,12月浮法玻璃的产销显著改善,浮法玻璃的价格也由跌转涨。

富瑞此前曾表示,信义玻璃下半年将受惠于生产成本下降及市场情绪改善,但预期在物业销售及新屋开工量仍然疲弱的情况下,或导致明年竣工疲弱。该行上调公司今年纯利预测,并将其评级由“跑输大市”上调至“持有”。

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