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港股異動 | 光伏玻璃股普跌 機構指玻璃價格將長期處於低位
格隆匯 04-27 11:13
格隆匯4月27日丨港股光伏玻璃股全線下跌,福萊特玻璃跌近4%,洛陽玻璃、信義光能均跌超2%,信義玻璃、福耀玻璃均下跌。中銀國際報吿稱,光伏玻璃板塊很難重演2020年的觸底反彈行情,玻璃價格將長期處於低位。將信義光能及福萊特玻璃評級降至“持有”,目標價分別下調至14港元及23港元。據悉,近兩個月疲軟的光伏組件需求已經令光伏玻璃價格從高峯下跌逾30%,而近期小廠的報價仍在繼續下滑,行業庫存處於高位。另外,4月20日,信義光能遭貝萊德減持8126.485萬股,涉資約10.998億港元;福萊特玻璃遭小摩減持551.702萬股,涉資約1.369億港元。

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