港股異動 | 信義光能漲逾3%創新高 光伏玻璃價格上漲
格隆匯9月20日丨信義光能(0968.HK)今日續漲,盤中高見5.23港元,創上市以來新高。現報5.2港元,漲3.79%,暫成交9112萬港元,最新總市值419億港元。
由於產品價格上漲,上半年光伏玻璃企業毛利率環比均明顯回升。交銀國際最新發研報指,信義光能和福萊特兩大龍頭的成本優勢繼續擴大,供需緊張導致光伏玻璃價格在9月提價6.5%。該行預計4季度價格可能進一步上漲,高價格至少將維持至明年1季度。
雙玻組件玻璃主流厚度將由2.5毫米快速切換至2.0毫米,將助推雙玻組件快速普及,從而增加玻璃需求。預計光伏玻璃2020-21年將基本維持供需平衡,並相信本輪光伏玻璃景氣週期至少將持續至明年上半年。
該行繼續看好行業龍頭,維持福萊特(6865.HK)和信義光能“買入”評級。截至目前,福萊特玻璃亦漲逾1%。
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