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大和:對太陽能板塊予正面評級,看好新特能源等股

大和發表研究報吿指,現時多晶硅的平均售價持續下跌,而M6/M10硅晶圓及電池的價格下降,但認為今年底前產能將極度緊拙,預期多晶硅的價格將於今年下半年面臨輕微下降,並將維持不低於每公斤150元人民幣的價格直至明年第二季,對中國太陽能板塊予正面評級,予新特能源(1799.HK)及福萊特玻璃(6865.HK)買入評級,予信義光能(0968.HK)持有評級。

大和表示,福萊特玻璃早前降低光伏玻璃價格30%後,由於看見玻璃庫存在當地高峯期後不斷增加,預期公司將進一步光伏玻璃降低光伏玻璃價4%至9%,但認為公司將進一步加大其產能,以抵消價格下降所帶來的影響。

大和預期,信義光能於2021年至2022年的產能增長速度將較福萊特玻璃慢,亦認為今年平均售價走勢強勁的多晶硅將支持新特能源的盈利。

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