瑞银：维持福耀玻璃(03606)“买入”评级 目标价升至55港元
瑞银发布报告称，维持福耀玻璃(03606)“买入”评级，目标价由53港元上调至55港元，反映今明两年的盈利预测上调6%至7%。
该行表示，与公司管理层进行电话会议，高层表示去年第四季本地工厂的产能使用率约85%，按季有改善，至于美国工厂的产能使用率约80%，按季大致持平。公司早前宣布加快在内地及美国汽车玻璃生产的投资，在产能持续扩充下，相信在行业的全球领导地位得以保持。
报告引述公司管理层预期，今年本地销量持续跑赢行业，海外销量保持10%以上的同比增长，整体产能使用率保持80%以上，并预期汽车玻璃平均售价同比增长10%以上，部分成本得以减低，毛利率改善至大约36%。
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