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港股異動丨部分玻璃股走強 3月底以來玻璃現貨價格上漲達30%
格隆匯 08-04 10:06
格隆匯8月4日丨部分玻璃股走強,洛陽玻璃(600876.SH)漲停,洛陽玻璃股份(01108.HK)亦大漲超10%;福萊特玻璃(06865.HK)漲超5%。今年二季度以後,房地產市場逐步好轉,開工量和竣工量明顯增加,因而對玻璃的需求也同步增加。加工企業訂單量加大,拿貨積極,加上南方雨季減弱,玻璃倉儲和運輸情況有所改善。受現貨需求大漲影響,近期玻璃價格大幅上漲,從今年3月底至今,玻璃現貨價格上漲達30%左右,達到了18元每平米。截至7月底,玻璃企業庫存已下降至4000萬重量箱左右的水平,從年內高點下降超過50%。

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