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港股異動 | 利好疊加 洛陽玻璃H股續漲7.6%A股觸及漲停
格隆匯 10-21 10:13
格隆匯10月21日丨洛陽玻璃(1108.HK)延續上交易日強勢再度上漲,現報2.26港元,漲幅7.6%,暫成交1624.5萬港元,最新總市值12.7億港元;公司A股逆勢漲停後回落,現報12.56元,漲幅7.35%,換手率5.4%。公司17日公告稱,今年前三季度營業收入13.23億元人民幣,同比增31.01%;淨利潤4640萬元,同比增1797.47%。太平洋證券指,上週全國白玻平均價格1658元/噸,環比上漲17元,同比上漲15元/噸。國慶之後行業需求快速恢復,加之沙河停產預期影響,下游加工廠及貿易商拿貨積極性提升,價格持續上漲;認為,環保高壓下,沙河產能收縮確定性大幅提升下,價格上漲有望超預期,而短期純鹼價格波動不大,企業盈利快速回升。龍頭企業三、四季度業績增長確定性強,低估值且具備高分紅,向上彈性十足。
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