受惠国策及大摩唱好 信义光能(00968.HK)福莱特(06865.HK)涨6%及13%再破顶
国策允许内地太阳能玻璃制造商不受限制增加产能规定及强调要加快风能、太阳能、生物质能等非化石能源开发利用,推动低碳能源及可再生能源来分别替代高碳能源及化石能源。内地风能及太阳能板块今天急涨3.5%,逾十只个股涨停或升逾一成。
本港相关板块继昨天整固後,今天再度舞起,尤其是昨天获大摩加入唱好行列大升目标价的福莱特玻璃(06865.HK)及信义光能(00968.HK)继昨天整固後,今天股价再破顶,最高见31.75元及19.68元,现造30.4元及19.08元,回升13%及6%,前者成交增至1,939万股,後者成交6,240万股。大摩将福莱特及信义光能目标价分别大升近79%至34元及近83%至21元。
洛阳玻璃(01108.HK)高见6.46元,创逾四年高,现造6.35元,回升10%,成交增至1,345万股;其A股也涨逾4%曾高见17.65元人民币。
福耀玻璃(03606.HK)回升5.9%曾高见39.6元,暂受制上月下旬所创纪录高位40.85元,成交增至491万股;其A股涨半成曾高见45元人民币。日前获麦格理升价至23元的信义玻璃(00868.HK)继昨天破顶倒跌整固後,今天股价再创纪录高,最高见20.95元,现造20.9元,回升4%。此外,大落後中国玻璃(03300.HK)重越10天线(0.87元),最高见0.9元,现造0.88元,回升2.3%。
随着太阳能设备价格日益下降和减排压力日益增大,全球范围内已有越来越多国家承诺在未来几十年内实现碳中和。花旗表示,预计受这一趋势提振,明年全球太阳能电力需求将增长逾28%,该行认为中国企业有望受惠於这一需求热潮,因为中国企业的供应能力於全球许多关键太阳能设备供应能力中占比超过七成。
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