港股異動 | 光伏玻璃股走強 光伏玻璃價格重上每平米30元大關
格隆匯10月18日丨光伏玻璃股走強,福萊特玻璃和福耀玻璃漲約4%,洛陽玻璃漲2.72%。進入十月,光伏玻璃價格持續回暖,上週五報每平米30元人民幣,相比9月底26元人民幣漲15.4%。天風證券研報稱,在光伏組件原材料價格未有明顯回落的背景下,近期光伏玻璃價格有一定回升,顯示組件出貨需求支撐較強,同時光伏玻璃前期價格有較強底部支撐。我們對後續光伏玻璃價格謹慎樂觀,同時認為後續光伏玻璃供需關係或優於現階段預期。行業龍頭產能落地確定性更強,建議關注產能/成本優勢明顯且堅定擴產的信義光能、福萊特。

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