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板塊異動 | 光伏玻璃集體重挫,下遊聯名信或抑光伏玻璃漲價前景

uSMART盈立智投11月4日消息,週三港股,信義光能高開低走,盤中一度跌超12%,創3月23日以來最大跌幅,福萊特玻璃盤中一度跌超10%。

交銀國際分析師孫勝權表示,下遊光伏組件生產商發出聯名信,希望政府能夠幫助解決玻璃價格上漲過大的問題,希望國家能夠引導企業裝機潮推遲到明年。

大和分析師Dennis Ip在報告中表示,11月3日,全球最大的6家光伏組件公司,包括隆基股份、晶科能源、天合光能、東方日升和阿特斯陽光電力聯名請求政府部分解決光伏玻璃短缺問題。

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