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《大行报告》摩通:光伏玻璃价格按周涨逾一成 吁增持信义光能(00968.HK)
阿思达克 10-29 11:00
摩根大通发表报告表示,据《PV Infolink》数据,3.2mm及2.0mm太阳能玻璃近期报价按周分别上涨11%及18%,该行认为光伏产业於今年第四季的季节性需求强劲,加上今年第二季度发生新冠疫情令产能扩张延迟,导致太阳能玻璃供应紧张。

该行近期透过行业渠道了解,与主流太阳能玻璃制造商的核对表明,相关产品供应一直紧张,而且库存处於低水平。

摩根大通料主流光伏玻璃制造商於今年第四季会获取额外盈利;从长远而言,该行看好太阳能玻璃在光伏行业的前景,该行对太阳能玻璃需求增长前景持乐观态度,全球鼓励减碳排放正推动光伏需求增长。该行维持对信义光能(00968.HK)「增持」评级,指公司成为行业领导者,可在整固中的市场提升市场份额。(wl/u)

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