港股异动 | 福耀玻璃(03606)现跌超4% 红海危机刺激运价走高 或对公司毛利率造成负面影响
福耀玻璃(03606)现跌超4%，截至发稿，跌4.23%，报35.05港元，成交额1.4亿港元。
消息面上，摩根大通发布报告称，红海危机令船只被迫改变航线，运送时间及运价均有上升，从中国向欧盟或美国出口收入占比较高的汽车零件制造商将受影响，当中包括福耀玻璃。目标价由46港元下调26%至34港元，评级由“增持”降至“中性”。
该行表示，下调福耀玻璃2024年经调整每股盈利预测5%至2.2元人民币，以反映运价在今年第一季上升以及毛利率受红海成本拖累而减少一个百分点，2023年预测现降至2.08元人民币。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
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