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《大行》里昂升福萊特玻璃(06865.HK)目標價至12元 重申「跑贏大市」評級
阿思達克 08-29 14:52
里昂發表研究報告指,福萊特玻璃(06865.HK)上半年業績符合早前公布的盈利預告。該行估計公司上半年單位淨利潤約為每平方米0.5元人民幣,其越南工廠或因美國需求而出現巨大價格溢價。另外,很多行業公司開始對其熔爐進行冷修和維護,並推遲產能擴張,這有助行業庫存在8月底回落至約24日。 該行預計,太陽能玻璃每平方米價格將上升1.5至2元人民幣。該行下調福萊特玻璃2025至27年的淨利潤預測55.3%、39.8%及22.6%,以反映產能擴張步伐放緩及太陽能玻璃售價降低,但目標價由10元調升至12元,重申「跑贏大市」評級。
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