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港股異動 | 光伏新能源股部分強勢 福萊特玻璃(6865.HK)一度衝高至10%
格隆匯 10-29 10:38
格隆匯10月29日丨港股光伏新能源股部分強勢,福萊特玻璃一度甚至10%,現漲8.14%,信義玻璃漲超6%。有媒體稱 ,日前工信部對全國人大代表所提光伏玻璃產能置換建議作出答覆時表示,允許合法合規開展產能置換新建光伏玻璃項目,不僅有助於行業技術進步和結構調整,而且也有助於推動整個玻璃行業化解過剩產能工作。交銀國際指出,政策重申光伏玻璃納入產能置換範圍,這將有助於避免行業無序擴產,並有利於已擁有海外擴產經驗的信義光能、福萊特兩大龍頭市佔率更快提升。另外,近期光伏玻璃價格超預期大幅上漲,福萊特玻璃近日發佈業績,前三季度淨利潤8.12億元,同比增長60%。

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