福萊特玻璃(6865.HK):政策完全放開的情況下光伏玻璃也至少2022年才能達到供需平衡
格隆匯11月3日丨阿特斯、東方日升、晶澳、晶科、隆基、天合光能6家光伏企業今日聯合發佈《關於促進光伏組件市場健康發展的聯合呼籲》,希望國家放開對玻璃產能擴張的限制。值得注意的是,光伏玻璃龍頭企業福萊特玻璃(6865.HK)近期曾在對外路演中表示,“2021年預計光伏玻璃還會有15%左右的缺口。儘管福萊特已經擴增5600噸的產能,信義玻璃(0868.HK)擴增4000噸,但是這些產線是分佈在不同季度建造投產,光伏玻璃窯爐本身更是有爬坡期,建造完畢後大概需要3個月左右才能達到預計產能,所以實際供給市場的量沒有那麼多,而光伏玻璃市場需求仍在增加,所以需求量還是超過裝機量的。預測政策完全放開的情況下,光伏玻璃至少2022年才能緩解、達到供需平衡。”
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