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《大行报告》大摩料明年光伏玻璃供应仍紧张
阿思达克 12-17 09:48
摩根士丹利发表报告表示,工信部昨日就《水泥玻璃行业产能置换实施办法(修订稿)》公开徵求意见,当中光伏玻璃项目不包括在内。同时据该行估计,光伏玻璃行业明年将会新增产能1.72万吨,但随着全球复苏和全球政府设定的碳中和目标,光伏玻璃需求同时将大大增加,因此预计明年供应仍紧张。

该行补充,预计光伏玻璃价格将随着供应而有所调整,令生产商之毛利率带来压力。而信义光能(00968.HK)及福莱特玻璃(06865.HK)作为龙头企业,合共占市场份额达50%,仍料持续受惠於规模经济,高产品无缺陷率及更先进的技术。

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