港股光伏股集體走強 福萊特玻璃和信義光能均大漲超10%
格隆匯10月29日丨港股市場光伏股午後進一步集體走強,陽光能源大漲超13%,福萊特玻璃和信義光能均大漲超10%,保利協鑫能源漲超4%,協鑫新能源和洛陽玻璃漲超1%。全球鼓勵減碳排放正推動光伏需求增長,市場看好光伏玻璃在光伏行業的前景。另外,日前工信部對全國人大代表所提光伏玻璃產能置換建議作出答覆時表示,允許合法合規開展產能置換新建光伏玻璃項目。分析人士指出,政策重申光伏玻璃納入產能置換範圍,將有助於避免行業無序擴產,並有利於已擁有海外擴產經驗的信義光能、福萊特兩大龍頭市佔率更快提升。

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