光伏及玻璃股逆市受捧 信義光能(00968.HK)升7% 福萊特(06865.HK)急漲15%交投活躍
光伏股走高,藍籌信義光能(00968.HK)四連彈兼重越百天線(9.2元),最高見9.98元,現報9.78元,續升7%。協鑫科技(03800.HK)午後也升5%,報2.09元。
據《上海有色網》報道稱,因訂單需求強勁加上設備成本下降,內地多家太陽能電池板製造商正臨時推出增產計劃,而硅片成本企穩提升了組件生產商的市場信心。A股的隆基綠能(601012.SH)曾升6%高見43.58元人民幣,新報42.67元人民幣,漲3.9%。
太陽能玻璃股今天亦逆市造好,大摩日前對相關股份重申其「增持」評級。其中,福萊特玻璃(06865.HK)重越百天線(20.8元),最高見21.95元,現報21.85元,急漲15%,成交急增至1,596萬股,創逾兩個月高。洛陽玻璃(01108.HK)高見9.27元(暫受制百天線9.38元),現報9.11元,續升5.7%。藍籌信義玻璃(00868.HK)五連漲,現升3%,報16.82元。
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