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港股异动|福莱特玻璃A+H联袂大涨信义光能涨超10%
格隆汇 08-21 14:10
格隆汇8月21日丨福莱特玻璃(06865.HK)大涨8%,报4.45港元,成交4338万港元,H股总市值86.8亿港元。福莱特(601865.SH)则封死涨停板。公司是光伏玻璃双寡头之一,产能居全国第二,截至2018年底,公司光伏玻璃在产产能(3990t/d)位居全国第二位,仅次于信义光能(6700t/d),占国内在产产能总量的19%左右。预计2019年底公司在产产能市占率将达24%左右。据Solarzoom统计数据,2019年7月我国光伏组件出口规模5.52GW,同比增逾五成。且国内光伏需求从9月开始会逐步启动,四季度迎来装机高峰。信义光能(0968.HK)则涨超10%。
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