擴產限制擬放開促光伏玻璃概念股集體走強 洛陽玻璃大漲超8% 信義光能創歷史新高
格隆匯12月18日丨光伏玻璃概念股集體走強,其中,信義光能(0968.HK)漲超6%創歷史新高價15.98港元,市值達1355億港元;福萊特玻璃(6865.HK)漲超5%,洛陽玻璃(1108.HK)漲超8%。工信部16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,指明光伏壓延玻璃可不制定產能置換方案,但要求新建光伏玻璃項目應委託全國性的行業組織或中介機構召開聽證會。業內人士認為,這是工信部對光伏行業放開光伏玻璃呼聲的積極迴應,光伏玻璃產能置換政策放開有望緩解行業供應緊張格局。


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