受惠國策及大摩唱好 信義光能(00968.HK)福萊特(06865.HK)漲6%及13%再破頂
國策允許內地太陽能玻璃製造商不受限制增加產能規定及強調要加快風能、太陽能、生物質能等非化石能源開發利用，推動低碳能源及可再生能源來分別替代高碳能源及化石能源。內地風能及太陽能板塊今天急漲3.5%，逾十隻個股漲停或升逾一成。
本港相關板塊繼昨天整固後，今天再度舞起，尤其是昨天獲大摩加入唱好行列大升目標價的福萊特玻璃(06865.HK)及信義光能(00968.HK)繼昨天整固後，今天股價再破頂，最高見31.75元及19.68元，現造30.4元及19.08元，回升13%及6%，前者成交增至1,939萬股，後者成交6,240萬股。大摩將福萊特及信義光能目標價分別大升近79%至34元及近83%至21元。
洛陽玻璃(01108.HK)高見6.46元，創逾四年高，現造6.35元，回升10%，成交增至1,345萬股；其A股也漲逾4%曾高見17.65元人民幣。
福耀玻璃(03606.HK)回升5.9%曾高見39.6元，暫受制上月下旬所創紀錄高位40.85元，成交增至491萬股；其A股漲半成曾高見45元人民幣。日前獲麥格理升價至23元的信義玻璃(00868.HK)繼昨天破頂倒跌整固後，今天股價再創紀錄高，最高見20.95元，現造20.9元，回升4%。此外，大落後中國玻璃(03300.HK)重越10天線(0.87元)，最高見0.9元，現造0.88元，回升2.3%。
隨著太陽能設備價格日益下降和減排壓力日益增大，全球範圍內已有越來越多國家承諾在未來幾十年內實現碳中和。花旗表示，預計受這一趨勢提振，明年全球太陽能電力需求將增長逾28%，該行認為中國企業有望受惠於這一需求熱潮，因為中國企業的供應能力於全球許多關鍵太陽能設備供應能力中佔比超過七成。
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