港股异动 | 福莱特玻璃涨4.7% 机构指公司产品下半年将迎量价齐升
格隆汇8月28日丨福莱特玻璃(6865.HK)现涨4.76%,报4.62港元,暂成交986万港元,最新总市值210亿;公司A股跟随大盘下跌,现报11.37元,跌幅2.15%。国金证券研报指,公司今年上半年业绩符合市场预期。基于年内9月之后再无新大炉窑投产、国内市场启动带动需求逐月爬升、以及近期玻璃企业库存持续处于低位的现状,我们认为9月或最晚10月光伏玻璃提价将是大概率事件,幅度预计1-2元/平米,预计2020年玻璃供需仍维持紧平衡,价格有望维持相对高位。叠加2019年下半年2条300吨日熔量产线冷修复产及2020年越南海防2条1000吨日熔量产线投产,产品销售量价齐升有望推动公司业绩增速继续提升。维持公司A股增持评级,H股买入评级。
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