港股異動 | 福萊特玻璃升超3% 光伏組件強勁需求推動光伏玻璃庫存快速消化
格隆匯5月24日丨福萊特玻璃(6865.HK)升3.07%,報23.5港元,總市值504億港元。華泰證券發研報指,光伏組件強勁的需求也推動光伏玻璃庫存快速消化。截至4月13日,光伏玻璃生產企業庫存週轉天數較3月初回落8天至20.9天。2023年一季度玻璃量穩價增,成本高位下盈利磨底,供需格局優化後庫存快速去化,價格提振下企業盈利修復在途。

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