A股異動丨玻纖概念股表現活躍 玻纖價格延續漲勢 行業景氣上行週期有望超預期
格隆匯2月10日丨玻纖概念股表現活躍,山東玻纖逼近漲停,九鼎新材漲5.68%。據證券時報,今年以來一個月內,各類粗紗價格已普漲100-400元/噸,漲幅2%-6%;電子紗主流均價大幅上漲3000元/噸,漲幅超30%,電子布均價上漲超1.6元/米,漲幅超35%,整體超出市場預期。漲價主要由下游趕工及備貨帶來的旺盛需求及行業低庫存共同驅動。分析師認為,在需求改善和產業鏈補庫存之下,此輪玻纖景氣上行週期有望超預期,後續有望迎來盈利彈性和估值提升的共振。

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