港股異動丨光伏股大升,信義玻璃大幅上升11%領銜
信義玻璃大幅上升11%領銜,協鑫科技升超8%,信義能源、信義光能等跟升。消息面上, 信義玻璃近期發佈“信義優質浮法玻璃價格指數”,2024年5月國內浮法玻璃市場價格預期企穩回升。供給端,浮法玻璃實際有效產能預期減少,隨着浮法玻璃利潤大幅壓縮,部分高齡窯爐計劃放水冷修,供應存下降預期;需求端,5月需求存改善預期,預期5月浮法玻璃價格環比上升。浙商證券研報指出,光伏產業鏈價格維持低位,需求拐點加速到來。

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