摩根士丹利：福耀玻璃_ 3Q24 NDR 要点 - 更持久的强大

更多资料加入知识星球:水木调研纪委 关注公众号:水木纪委 Based on consensus methodology = Morgan Stanley Research estimat Morgan Stanley | RESEARCH October 21, 2024 07:25 AM GMT Fuyao Glass Industry Group │ Asia Pacific 3Q24 NDR Takeaways - Stronger for longer · Capacity utilization to stay buoyant: Management see room for higher UT rate in 4Q (vs. ~85% in 3Q) on the back of solid China auto production and continuous market share gains overseas. Besides, Fuyao mentioned production lines are flexible and output can be increased further ...