港股異動 | 光伏股普漲 保利協鑫能源(3800.HK)漲超5%
格隆匯10月23日丨光伏股普漲,協鑫新能源(0451.HK)漲超6%領漲,保利協鑫能源漲超5%,福萊特玻璃漲超1%,信義光能等跟漲。據悉,四季度是國內光伏需求最旺季,市場玻璃供給尤為緊張,有玻璃廠因為無貨開始封單不報價,也有組件廠商受玻璃供給限制影響組件排產生產;EVA/POE方面,短期仍有上漲趨勢,本週已有組件廠商開始收到膠膜廠商對EVA/POE下月上漲的調價通知,上調幅度在10%左右。大和最新發報告指,內地工信部昨日(22日)公佈水泥和玻璃行業產能互換計劃的諮詢草案,其中提到太陽能玻璃將會加入計劃,若最終落實,或會限制國內太陽能玻璃的整體產能增長。該行認為,草案可直接令一線太陽能玻璃製造商受惠,包括福萊特玻璃及信義光能。

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