内地光伏玻璃价创纪录高相关股藉消息先行获利 福莱特及信义吐8.5%-13%
虽然统计指内地光伏玻璃价格升至纪录新高，但光伏相关板块扭转昨天急涨强势，藉好消息先行获利回吐，尤其是近期累积升幅惊人的福莱特玻璃(06865.HK)承昨天逆市急涨14%再破顶势，今早股价进一步升至28.6元纪录高位遇阻，获利盘涌现，曾掉头急吐14%低见24.25元，现造25.85元，倒跌8.5%，结束七连涨，成交增至1,551万股，已超过昨天全日成交量。
信义光能(00968.HK)也由纪录高位回吐低见13.58元，现造13.74元，回吐9.6%，成交增至7,829万股，已超过昨天全日成交量。信义能源(03868.HK)终止连日创上市新高强势，最低见4.12元，暂守稳10天线(4.1元)，现造4.27元，急吐13%，成交增至3,895万股。
中国高速传动(00658.HK)由逾年半高位急吐23%报6.2元，股价一举失守20天及10天线(6.25元及6.53元)，成交急增至1,393万股。
中国玻璃(03300.HK)及洛玻(01108.HK)也扭转昨天急弹16%及17%势，反覆吐3.5%及1.3%，分别报0.415元及3.03元。
永发兴业能源(00750.HK)、阳光能源(00757.HK)、保利协鑫能源(03800.HK)、卡姆丹克太阳能(00712.HK)及协鑫新能源(00451.HK)也吐近半成至一成，後者沽压最大报0.145元。
据PVInfoLink数据显示，过去一周，内地3.2mm镀膜光伏玻璃均价为每平方米37元人民币(下同)，最高见40元，环比升5.7%；2mm镀膜光伏玻璃均价每平方米28元，最高见29元。内地8月以来光伏玻璃价格已累涨逾50%，目前已经涨至历史最高位。PVInfoLink预测，光伏玻璃下周涨幅仍可超过3%。有券商分析测算，今年年末和明年玻璃产能逐步释放虽然可以缓解目前供需矛盾，但光伏玻璃仍将会处於供需偏紧状态，玻璃及光伏产业链龙头公司有望持续受益。
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