里昂：下调福莱特玻璃(06865)及信义光能(00968)目标价评级“跑赢大市”

智通财经07-22 14:41

智通财经APP获悉，里昂发布研究报告称，下调福莱特玻璃(06865)及信义光能(00968)目标价，对福莱特H股的目标价由23.5港元下调至14港元，对信义光能目标价由5.7港元下调至4.5港元，两股均为“跑赢大市”评级。该行认为上游多晶硅生产商可受惠于产能退出，但下游整体则不大可能恢复盈利能力。

该行指出，下调其所覆盖的光伏股盈利预测，指目前整个光伏企业的多晶硅产品价格低于现金成本，预期未来一至两个季度将温和复苏至接近现金成本水平。另指倘要进一步改善产业生态系统，需要稳定的多晶硅价格;更好的需求前景，料将于2025年或以后实现。该行并认为今年所有主流光伏生产商将取得亏损。该行压力测试显示今年整个光伏板块或消耗现金共逾1950亿元人民币。

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里昂：下调福莱特玻璃(06865)及信义光能(00968)目标价 评级“跑赢大市”

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里昂：下调福莱特玻璃(06865)及信义光能(00968)目标价评级“跑赢大市”