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《大行報告》花旗:太陽能產品近周價格普遍上升 看好福萊特玻璃(06865.HK)等
花旗發表報告指,本周大部分太陽能產品價格錄得按周上升,包括多晶矽價格按周上升0.4%,及單晶矽價格按周上升0.4%至2.9%等。而全球最大多晶矽生產商通威(600438.SH)公布今年首兩個月收入按年增長130%至160億元人民幣,純利更按年升650%至33億元人民幣。 該行假設,今年大部分太陽能裝機,包括中國按年增42%至75吉瓦及全球增31%至200吉瓦,將在模組價格降低下受到更佳的新項目回報所推動。 在中國太陽能行業中,花旗看好福萊特玻璃(06865.HK)、信義光能(00968.HK)及信義能源(03868.HK)等。
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