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太陽能股普遍逆市升 福萊特AH股各漲逾6%
恆指今早(23日)曾升90點,高見19,769後反覆回軟,午後沽壓加劇,最低見19,495,現報19,523,倒跌154點或0.8%,總成交額僅520億元。此外,國指高見6,753遇阻,現報6,644,也倒跌0.7%。不過,太陽能股普遍逆市上升。 太陽能股今天以福萊特玻璃(06865.HK)表現最好,股價扭四連跌,曾一舉升破五條移動平均線(250天線位於23.25元),最多急彈10.5%,高見23.65元,現報22.74元,回升6.3%,成交倍增至657萬股;福萊特A(601865.SH)高見33.28元人民幣,現報32.73元人民幣,逆市升6.1%,成交急增至1,446萬股。 藍籌信義光能(00968.HK)連升第二天兼重越20天線(8.1元),最高見8.33元,現報8.12元,續升2.1%,成交增至2,154萬股。 協鑫科技(03800.HK)由近兩年半低位續升2.2%,報1.86元,挑戰20天線1.87元。新特能源(01799.HK)也兩連升,今天高低見17.34元/16.68元,現報17.26元,反覆續升1.9%。水發興業能源(00750.HK)回升1.6%報0.64元。 然而,協鑫新能源(00451.HK)承過去兩日升勢,今早股價高開報0.6元(剛為10天線)欠承接,掉頭倒跌1.7%報0.58元。 花旗發表報告,指福萊特玻璃在利用全球範圍內太陽能玻璃價格日益上升帶來的機會方面很可能處於有利位置。因為在中國太陽能玻璃庫存最近幾個月已在大幅下降,意外著內地產品需求增長已蓋過供應的一個跡象,這可能給福萊特等玻璃供應商帶來提價空間。此外,福萊特也可受惠純堿價格鬆動及季節性因素導致能源成本降低節省更多成本。 此外,瑞信指截至上周四(18日)止近一周,內地浮法玻璃存庫按年減少30%,而5mm浮法玻璃價格自2月以來已累升29%。
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