【券商聚焦】东方财富证券首予信义光能(00968)“增持”评级指光伏玻璃供需格局有望修复

金吾资讯04-18

金吾财讯 | 东方财富证券发研指，信义光能(00968)2023年综合收入再创历史新高，增长29.6%至266.29亿港元。2023年公司光伏玻璃日熔量达到25800吨，较年初增加6000吨，推动收入显著增加。23H2毛利率较23H1回升：由于平均售价上涨、成本压力减少及营运效率提高，光伏玻璃分部的毛利率从23年上半年的15.2%上升至下半年的26.4%。该行认为光伏玻璃供需格局在光伏行业中较好，...

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【券商聚焦】东方财富证券首予信义光能(00968)“增持”评级 指光伏玻璃供需格局有望修复

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【券商聚焦】东方财富证券首予信义光能(00968)“增持”评级指光伏玻璃供需格局有望修复