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福萊特玻璃(6865.HK)跳空高開超6% 光伏玻璃供需緊張態勢延續
格隆匯 11-24 09:25
格隆匯11月24日丨繼昨日收漲11.33%後,福萊特玻璃(6865.HK)今早再度跳空高開6.19%報24港元;此外,信義光能(0968.HK)高開4.53%。下半年光伏玻璃價持續上漲,Q4供需關係進一步收緊,推動玻璃價格新高。其中,光伏玻璃3.2mm市場均價自7月至今漲幅約75%,達到42元/平方米,已遠遠超過年初29元/平方米的高價位。國泰君安最新研報稱,光伏玻璃呈供不應求之勢,維持玻璃行業“增持”評級。

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