港股異動 | 港股光伏玻璃股普漲 福萊特玻璃漲8%領漲
格隆匯12月31日丨港股光伏玻璃股集體上漲,其中福萊特玻璃漲8%,洛陽玻璃漲2.5%,信義光能漲2%,福耀玻璃漲超1.5%。大摩發佈研報稱,予洛陽玻璃股份(1108.HK)及福萊特玻璃(6865.HK)“增持”評級,目標價分別由15港元升至19港元以及41港元升至43.7港元。大摩表示,板塊首選洛陽玻璃,因強勁產量增長,行業收購,母企潛在資產注入,整體偏好太陽能玻璃多於浮化玻璃公司。該行認為,當太陽能玻璃模組需求回升,多晶硅價格修正,將推升太陽能玻璃價格。同時,該行指出,基本情況下,明年太陽能玻璃供應過剩,但相信情況已反映在價格之中,下跌風險減少,生產成本可見回升。

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