港股異動 | 福萊特玻璃(6865.HK)大漲超7% 光伏玻璃二季度需求或超預期
格隆匯6月1日丨福萊特玻璃(6865.HK)盤初大幅拉昇上漲,現報6.11港元,漲7.38%,暫成交2984.8萬港元,最新總市值119.1億港元。A股福萊特則升近3%。自4月中旬以來,玻璃期現貨市場開啟上漲模式,創近幾個月的新高,且較4月低點已反彈逾20%。專家認為,隨着復工復產全面推進,下半年行業供需格局有望改善,價格回升可期,建議關注玻璃龍頭企業。光伏玻璃產能供給緊缺,國內二季度搶裝超預期,預計二季度需求有望超10GW。

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