盤中異動 | 信義光能盤中下跌5%,報於7.98港元
2022年10月10日13時34分,信義光能(HK00968)盤中下跌5%,報於7.98港元,成交額達6562.71萬港元,換手率達到0.09%。
9月28日訊,申萬宏源發研報指,上週(9.19-9.25)硅料價格高位持平,通威股份公告擬建鹽城25GW組件項目,向下遊延伸節奏、規模更加明確。國家能源局公佈8月光伏新增裝機6.74GW,同比增長64.0%,環比下降1.6%。1-8月光伏累計新增裝機44.47GW,同比增長101.7%。9月組件廠排產部分上調,輔材如膠膜、玻璃企業10月訂單環比增加,光伏裝機第四季度旺季可期。光伏板塊,該行建議關注:1)成本管控優異、受益於戶用裝機高增的逆變器企業;2)成本順利向下遊傳導、盈利有望走出底部、行業格局穩定的光伏玻璃龍頭福萊特玻璃(06865-買入)、信義光能(00968-買入);3)儘管處於盈利週期高點、未來仍有望受益於新技術紅利的硅料企業協鑫科技(03800-持有)。
9月22日,花旗:予信義光能(00968)“買入”評級,目標價降至13港元。9月5日,小摩:維持信義光能(00968)“中性”評級,目標價降至10.8港元。8月26日,裏昂:重申福萊特玻璃(06865)“買入”評級,目標價下調至30.9港元。
最新的財務數據顯示,公司於2021年2季度,營業收入80.75億港幣,淨利潤34.05億港幣;營業收入同比增加74.67%,毛利潤同比增加104.21%,淨利潤同比增加111.17%。
盈立趨勢長盈模型最近一次交易信號,2022年8月29日出現觀望信號,觸發價格爲11.2港元(信號僅供參考)。
uSMART智能寫手的信息、數據均來自媒體公開報道,智能寫手不能保證其完全準確,內容僅供參考,不構成投資建議。
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