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光伏相关板块持续受捧 信义光能/信义能源/福莱特涨逾5%-13%屡创上市新高
阿思达克 10-05 15:27
光伏相关板块今天受捧,主要产销光伏等玻璃的福莱特玻璃(06865.HK)、信义光能(00968.HK)及信义能源(03868.HK)四连涨兼连续第三天创上市新高,最高见23.6元/13.08元/4.39元,现造23.3元/12.92元/4.31元,续升逾13%/5%/6%,前者成交增至1,343万股,後两者成交仍有4,788万股3,399万股。

阳光能源(00757.HK)高见0.173元,现造0.165元,续升20%,成交增至2,645万股。协鑫新能源(00451.HK)及保利协鑫能源(03800.HK)四连弹,最高见0.136元及0.36元,现造0.135元及0.355元,续升逾13%及9%,成交急增至7,318万股2.73亿股。

花旗上月下旬指,监於供应紧张和需求激增,加上太阳能生产商急於在年底前安装新产能,预计光伏玻璃价格上涨势头可能会持续到年底,该好看好信义光能,主因是强大成本效率使其处于有利地位,可以从供需状况中获益。

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