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內地光伏玻璃價創紀錄高相關股藉消息先行獲利 福萊特及信義吐8.5%-13%
阿思達克 10-09 14:01
雖然統計指內地光伏玻璃價格升至紀錄新高,但光伏相關板塊扭轉昨天急漲強勢,藉好消息先行獲利回吐,尤其是近期累積升幅驚人的福萊特玻璃(06865.HK)承昨天逆市急漲14%再破頂勢,今早股價進一步升至28.6元紀錄高位遇阻,獲利盤湧現,曾掉頭急吐14%低見24.25元,現造25.85元,倒跌8.5%,結束七連漲,成交增至1,551萬股,已超過昨天全日成交量。

信義光能(00968.HK)也由紀錄高位回吐低見13.58元,現造13.74元,回吐9.6%,成交增至7,829萬股,已超過昨天全日成交量。信義能源(03868.HK)終止連日創上市新高強勢,最低見4.12元,暫守穩10天線(4.1元),現造4.27元,急吐13%,成交增至3,895萬股。

中國高速傳動(00658.HK)由逾年半高位急吐23%報6.2元,股價一舉失守20天及10天線(6.25元及6.53元),成交急增至1,393萬股。

中國玻璃(03300.HK)及洛玻(01108.HK)也扭轉昨天急彈16%及17%勢,反覆吐3.5%及1.3%,分別報0.415元及3.03元。

永發興業能源(00750.HK)、陽光能源(00757.HK)、保利協鑫能源(03800.HK)、卡姆丹克太陽能(00712.HK)及協鑫新能源(00451.HK)也吐近半成至一成,後者沽壓最大報0.145元。

據PVInfoLink數據顯示,過去一周,內地3.2mm鍍膜光伏玻璃均價為每平方米37元人民幣(下同),最高見40元,環比升5.7%;2mm鍍膜光伏玻璃均價每平方米28元,最高見29元。內地8月以來光伏玻璃價格已累漲逾50%,目前已經漲至歷史最高位。PVInfoLink預測,光伏玻璃下周漲幅仍可超過3%。有券商分析測算,今年年末和明年玻璃產能逐步釋放雖然可以緩解目前供需矛盾,但光伏玻璃仍將會處於供需偏緊狀態,玻璃及光伏產業鏈龍頭公司有望持續受益。

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