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港股異動 | 福萊特玻璃(6865.HK)漲4.3% 國內二季度搶裝潮提振光伏玻璃需求
格隆匯 05-28 09:39
格隆匯5月28日丨福萊特玻璃(6865.HK)漲4.3%,報5.82港元;信義光能(0968.HK)則漲1.58%。產業鏈調研數據顯示,業內光伏玻璃龍頭2.5和2.0產品報價均上調了0.5元/㎡,分別為22元/㎡和20元/㎡。主要原因為受6·30搶裝影響,光伏玻璃產能供給緊缺,國內二季度搶裝超預期,預計二季度需求有望超10GW。行業需求來看,國家能源局近日確定,2020年光伏消納空間為47GW,消納指標擴容無疑將給予申報企業信心。

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