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光伏相關板塊持續受捧 信義光能/信義能源/福萊特漲逾5%-13%屢創上市新高
阿思達克 10-05 15:27
光伏相關板塊今天受捧,主要產銷光伏等玻璃的福萊特玻璃(06865.HK)、信義光能(00968.HK)及信義能源(03868.HK)四連漲兼連續第三天創上市新高,最高見23.6元/13.08元/4.39元,現造23.3元/12.92元/4.31元,續升逾13%/5%/6%,前者成交增至1,343萬股,後兩者成交仍有4,788萬股3,399萬股。

陽光能源(00757.HK)高見0.173元,現造0.165元,續升20%,成交增至2,645萬股。協鑫新能源(00451.HK)及保利協鑫能源(03800.HK)四連彈,最高見0.136元及0.36元,現造0.135元及0.355元,續升逾13%及9%,成交急增至7,318萬股2.73億股。

花旗上月下旬指,鑑於供應緊張和需求激增,加上太陽能生產商急於在年底前安裝新產能,預計光伏玻璃價格上漲勢頭可能會持續到年底,該好看好信義光能,主因是強大成本效率使其處于有利地位,可以從供需狀況中獲益。

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