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匯豐料光伏玻璃下月將迎今年首度加價 信義光能/洛玻/福萊特急漲10%-13% 後者破頂
港股於期結日好淡爭持,其中國指報8,951,反覆跌5點;恆指現報25,443,反覆回升35點,成交額1,100億元。 不過,匯豐研究料太陽能玻璃9月將迎來今年首度大規模加價,看好福萊特玻璃(06865)及藍籌信義光能(00968.HK),重申其「買入」評級,目標價分別為47元及18.9元;前者股價六連漲,今天更曾升破本月初所創上市高位43.2元,最高見43.45元,現報43.25元,續漲13%,成交增至1,438萬股;後者股價高見19元,創半年高,現報18.98元,續升10%,成交增至8,195萬股。 其他玻璃股也普遍向上,洛玻(01108.HK)急漲11%報14.28元,其A股升3.7%高見25.05元人民幣。福耀玻璃(03606.HK)升4.1%報47.9元,其A股升逾3%高見48.38元人民幣。 下月6日正式「染藍」信義玻璃(00868.HK)繼上周五整固後,今天反覆回升2.2%報32.8元;系內股份信義能源(03868.HK)也扭兩連跌,股價反覆回升5.3%報4.76元,重越10天線(4.66元)。然而,中國玻璃(03300.HK)由逾十年高位連吐第二天,報4.22元,反覆續跌1.2%。
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