大行評級|大和:對中國太陽能行業持“中性”看法 PV玻璃產品價格下滑
大和發表報吿指出,截至6月20日,3.2毫米及2.0毫米的加工光伏(PV)玻璃產品平均售價,分別由6月13日止的每平方米24.5至25元,降至24.5元,以及由16至16.5元,降至15.5至16元。在光伏膠膜方面,透明EVA及白色EVA等產品均價維持不變。該行對中國太陽能行業持“中性”看法,最近將福萊特玻璃的評級由“買入”下調至“跑贏大市”,另亦對福萊特A股與信義光能下調至“持有”評級。
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