港股異動 | 福萊特玻璃(6865.HK)AH股大漲 股價搶跑業績
格隆匯10月27日丨福萊特玻璃(6865.HK)午後快速拉昇後進入高位盤整,現報22.3港元,漲幅5.69%,最新總市值435.88億港元;公司A股收報37.14元,漲幅7.65%。光伏玻璃價格持續上漲,10月22日監測顯示,市場上3.2mm厚度的光伏玻璃價格在35-40元/㎡區間,高位價格在43至45元/㎡左右。2.0mm厚度的報價29-30元/㎡,有玻璃廠因為無貨開始封單不報價。大和此前研報指,目前福萊特玻璃的毛利率將達到54%,光伏玻璃平均每方米價格為35元;如果價格進一步上漲到37元,預計毛利率將提升至56%。近期研報又指,中國工信部22日公佈水泥和玻璃行業產能互換計劃的諮詢草案,提到太陽能玻璃將會加入計劃。該行認為,草案可直接令一線太陽能玻璃製造商受惠,令價格有支持。將福萊特玻璃目標價,由30港元升至32港元,評級維持買入。公司將於今日盤後發佈截至2020年9月30日止九個月未經審計的第三季度業績。

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