港股異動丨光伏玻璃板塊多股破頂 光伏玻璃價格持續上調
格隆匯9月29日丨光伏玻璃板塊表現活躍,光伏玻璃第二大龍頭福萊特(6865.HK)股價再創上市新高,今早一度漲4.5%最高見18.24港元;行業龍頭信義光能(0968.HK)股價亦升2.23%;旗下信義能源(3868.HK)也創新高,現報3.6港元,升近3%。據上證資訊,光伏玻璃主流品種3.2毫米報價將在10月上調每平方米3至5元,環比9月漲幅10%。自8月以來,光伏玻璃累計漲逾40%,僅次於硅料漲幅。光伏玻璃漲價主要原因是供不應求,即光伏下游組件等擴產較多,而光伏玻璃新建產能因政策受限。業內預計光伏玻璃供應緊張或持續到2021年。另外,大和上週發表報告,上調福萊特玻璃2022年每股盈利預測3%,目標價由15.5港元升至19.5港元,評級為“買入”。
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