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港股異動丨光伏太陽能股走強 福萊特玻璃(6865.HK)漲超6%再創新高
格隆匯 09-18 11:00
格隆匯9月18日丨港股光伏太陽能板塊強勢,居板塊漲幅前列。福萊特玻璃漲6.5%再創新高,陽光能源、信義光能均漲超4%,受今年第四季度“搶裝潮”等因素影響,下半年光伏行業需求將持續改善。市場預期“十四五”新能源規劃目標將上調,這一預期催化了光伏板塊的市場表現。中國光伏行業協會祕書長王勃華日前表示,上半年光伏行業表現不錯。在競價、平價、户用等項目驅動下,下半年國內光伏市場將實現恢復性增長,四季度有望迎來裝機高潮。近日,招銀國際發佈研究報告稱,光伏玻璃價格自9月起上調3-4元/平方米。

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