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港股異動 | 光伏太陽能股下跌 信義玻璃跌4%
格隆匯10月6日丨光伏太陽能股集體下跌,其中信義玻璃跌4%,福耀玻璃,福萊特玻璃,信義光能跌3%,彩虹新能源跌2%。富瑞發報稱,將信義玻璃評級由“買入”降至“持有”,目標價由42.59元港元下調50.5%至21.1港元。報吿稱,隨着冬季從11月開始,電力短缺可能會加劇,雖然可能會在10月的淡季看到一些緩解。工業活動進一步放緩。高煤價正在限制電力。所有獨立發電廠都處於虧損狀態,而直到2022年3月煤炭供應將難以保持。9月光伏批發量下降31%,環比下跌1%。

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