港股異動 | 光伏玻璃股普跌 3個月跌去一半 光伏玻璃價格從山頂跌到谷底
格隆匯6月2日丨光伏玻璃股普跌,信義光能跌5.65%領跌,信義玻璃和洛陽玻璃跌逾3%。

今年年初,光伏玻璃曾是光伏產業鏈中最緊缺產品之一。然而,僅僅過了3個月,光伏玻璃的價格就從山頂跌到了谷底。
集邦新能源網數據顯示,5月25日,3.2mm鍍膜光伏玻璃價格為22元/㎡;2.0mm鍍膜光伏玻璃價格為19元,環比均有不小跌幅。本輪光伏玻璃價格上漲始於去年6月,市場主流的3.2mm鍍膜光伏玻璃從每平方米24元左右快速攀升,今年春節開工後價格最高曾到45元。之後快速下行至22元左右,迄今跌去一半。
有機構認為,玻璃成本下降將會緩解組件廠商的成本焦慮,給予後期組件價格下降空間,有望催生新的裝機需求。
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