瑞信：维持信义光能“优于大市”评级 公司预计今年上半年纯利同比增长100-120％
. 瑞信：维持信义光能(00968)“优于大市”评级 公司预计今年上半年纯利同比增长100-120％
智通财经APP获悉，瑞信发布研究报告，维持信义光能 (HK:0968)(00968)“优于大市”评级，目标价19港元，称公司发布盈利的积极预测，预计今年上半年纯利同比增长100-120％，主要由于去年的低基数，大致符合预期；此外，公司今年上半年的纯利较去年下半年跌2-11％，主要由于大规模玻璃减价。
瑞信表示，3.2毫米的光伏玻璃售价自5月份起下跌至每平方米23元人民币，年初至今已下跌45％，毛利率由58％下跌至21％。该行对第三季价格变动有警觉，因为短期需求疲弱，不过第四季或受中国季节性因素带动而出现有建设性的复苏，并将2021财年每股盈利预测下调7％，主要由于第三季光伏玻璃价格或更低的预期。
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