《大行》大和:對中國光伏行業看法負面 重申福萊特玻璃(06865.HK)及信義光能(00968.HK)「跑輸大市」評級
大和發表研究報告指,近日3.2mm光伏玻璃的均價連續八周下跌,2mm光伏玻璃均價則持平。光伏玻璃行業平均庫存天數按周升6.8%至34.62天,自4月10日以來連續第12周上升,顯示需求下降。
報告提到,由於市場傳言可能逐步淘汰落後產能,近期市場對太陽能輔材供應商表現出強烈的興趣,但該行仍維持保守看法,預期在6月搶購安裝後,模組需求的上升潛力有限。
大和重申福萊特玻璃(06865.HK)及信義光能(00968.HK)的「跑輸大市」評級,A股方面,予福萊特玻璃(601865.SH)「沽售」評級,並予福斯特(603806.SH)「持有」評級。另外,該行對中國光伏行業持負面看法。
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