招商證券國際下調福耀玻璃目標價至83元 維持「增持」評級 X
20/08/2026 11:58
<匯港通訊>   招商證券國際發表報告指，福耀玻璃(03606)上半年受匯兌轉負及內需走弱拖累，將目標價由86元下調至83元，維持「增持」評級。

該行分別下調公司2026-2028年盈利預測6.2%、4.4%及4.6%，至96.62億元人民幣、114.56億元人民幣及134.7億元人民幣，以反映國內車市減速及匯兌擾動，但認為公司護城河高，派息率高，具有持續內生增長動力，是能吸收汽車智能化紅利的稀有標的，建議中長線逢低吸納。(JC)

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