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港股異動丨福萊特玻璃漲逾5% 受惠於太陽能裝置需求反彈
格隆匯 12-05 13:19
格隆匯12月5日丨福萊特玻璃(6865.HK)漲逾5%,報4.46港元,成交2992萬港元,總市值87億港元。

光伏玻璃主要企業計劃提升12 月3.2mm光伏玻璃參考價至29元/平米。這是年內第3次上調價格,3.2mm 鍍膜片價格重回531政策影響前、2018年4月的水平,光伏玻璃此輪漲價也預示了光伏裝機需求的整體復甦。美國聯合市場研究機構近日發表了一份報告,該報告預計,到2026年全球太陽能光伏玻璃市場將到達376億美元,複合年增長率為30.3%。大和總研上個月末發表研究報告指,福萊特玻璃將受惠於環球太陽能裝置需求反彈以及雙面模組滲透率上升,認為其2019年淨利將按年上升82%至7.49億人民幣,其2018-2021年之預測複合年均增長率將達47%。該行首予福萊特玻璃“買入”評級,目標價5.2港元。
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