光伏玻璃股集體走高 洛玻(01108.HK)漲逾10% 天風證券看好龍頭公司未來量價齊升
內地光伏玻璃股今早(30日)走高,洛玻(01108.HK)今早平開15.64元後,早市升幅擴大,現升10.9%,報17.34元,突破十天(約15.98元)及二十天線(約16.59元),成交215.2萬股,涉3,633.6萬元。
同業今早亦造好,信義玻璃(00868.HK)平開報19.36元後,一度升3.3%,高見20元,現升1.8%,報19.7元。中國玻璃(03300.HK)獲行政總裁等高管斥逾741萬元增持股份,反覆升1.8%,報1.74元。福萊特玻璃(06865.HK)早段突破十天(約34.45元)及二十天線(約34.51元),曾升5.6%,高見35.8元,現升3.7%,報35.15元。信義光能(00968.HK)則反覆微跌0.3%。
內媒引述天風證券指,短期來看,終端電站裝機暫無明顯好轉跡象,但目前價格水平下部分小窯爐已無利可圖,預計價格下行空間有限。中長期看,未來若上游原材料價格回落,疊加政策推動,光伏裝機需求明年有望持續改善。全行業平均利潤目前或仍處於底部區間,後續若需求加速好轉,光伏玻璃價格仍有望調漲,繼續看好龍頭公司未來量價齊升的邏輯。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.