港股异动 | 信义光能涨逾3%创新高 光伏玻璃价格上涨
格隆汇9月20日丨信义光能(0968.HK)今日续涨,盘中高见5.23港元,创上市以来新高。现报5.2港元,涨3.79%,暂成交9112万港元,最新总市值419亿港元。由于产品价格上涨,上半年光伏玻璃企业毛利率环比均明显回升。交银国际最新发研报指,信义光能和福莱特两大龙头的成本优势继续扩大,供需紧张导致光伏玻璃价格在9月提价6.5%。该行预计4季度价格可能进一步上涨,高价格至少将维持至明年1季度。双玻组件玻璃主流厚度将由2.5毫米快速切换至2.0毫米,将助推双玻组件快速普及,从而增加玻璃需求。预计光伏玻璃2020-21年将基本维持供需平衡,并相信本轮光伏玻璃景气周期至少将持续至明年上半年。该行继续看好行业龙头,维持福莱特(6865.HK)和信义光能“买入”评级。截至目前,福莱特玻璃亦涨逾1%。
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