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A股異動 | 亞瑪頓(002623.SZ)一字漲停 簽訂74億元大單
格隆匯6月27日丨亞瑪頓(002623.SZ)競價一字板漲停,目前封單金額近20億元,且錄得2連板,報36.78元創6個月新高價,總市值73.22億元。公司昨晚公吿,與天合光能簽署戰略合作協議,公司擬於2022年6月1日起至2025年12月31日期間向天合光能銷售1.6mm超薄光伏玻璃,預估銷售量合計3.375億平米,預估合同總金額約74.25億元,佔公司2021年度經審計營業收入約363.73%。值得注意的是,有機構分析認為,光伏玻璃的過剩已不可逆轉,同時,成本的上漲疊加價格疲軟會導致生產廠商受到雙重壓力。

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