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港股異動 | 港股光伏玻璃股普漲 信義玻璃漲6%
格隆匯10月15日丨光伏玻璃股今日集體上漲,其中福耀玻璃漲8%,洛陽玻璃,福萊特玻璃漲7%,信義玻璃漲6%,洛陽玻璃漲5%。中信證券發佈研究報吿稱,首予信義玻璃(0868.HK)“買入”評級,目標價37港元,看好大股東增持,及玻璃行業走勢。該行稱目前玻璃期貨價格已經止跌回升,顯示市場信心逐步恢復。該行表示,信義玻璃具有成本優勢,如原燃料採購、沿海基地佈局。另一方面,公司建築節能玻璃、汽車玻璃有較強競爭力,未來具良好發展空間。該行預計,今年底浮法玻璃產能將同比增長26%至820萬噸,汽車玻璃具備成長性;建築節能玻璃受惠政策,以及隨產能持續釋放,市佔率有望進一步提升。

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