《大行報告》大摩料明年光伏玻璃供應仍緊張
摩根士丹利發表報告表示,工信部昨日就《水泥玻璃行業產能置換實施辦法(修訂稿)》公開徵求意見,當中光伏玻璃項目不包括在內。同時據該行估計,光伏玻璃行業明年將會新增產能1.72萬噸,但隨著全球復甦和全球政府設定的碳中和目標,光伏玻璃需求同時將大大增加,因此預計明年供應仍緊張。
該行補充,預計光伏玻璃價格將隨著供應而有所調整,令生產商之毛利率帶來壓力。而信義光能(00968.HK)及福萊特玻璃(06865.HK)作為龍頭企業,合共佔市場份額達50%,仍料持續受惠於規模經濟,高產品無缺陷率及更先進的技術。
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