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A股異動丨福萊特(601865.SH)漲6% 與隆基簽署預估117億元光伏玻璃大單
格隆匯 02-09 09:37
格隆匯2月9日丨福萊特(601865.SH)高開上漲,現報35.95元,漲6%,總市值771.56億元。福萊特H股漲近2%。福萊特2月8日公吿,公司及其4家子公司與隆基股份旗下13家子公司簽署補充協議,在原銷售合同的基礎上增加2786萬平方米,並約定2022年至2023年,隆基方面向福萊特採購46GW光伏組件用光伏玻璃,預估總額約117億元,佔福萊特2019年度經審計總資產93.92億元人民幣的約124.57%。信達證券黃禮恆表示,按2021年全球光伏新增裝機總量160GW計算,光伏玻璃原片總需求量為1132.91萬噸,同比增長33%,行業高景氣度持續。

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