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《大行》里昂:看好多晶矽及太陽能玻璃領軍企業 薦協鑫科技(03800.HK)福萊特玻璃(06865.HK)信義光能(00968.HK)
協鑫科技(03800.HK)今日高開0.9%,最高見1.24元。現報1.21元,升9.01%,成交14.45億股,涉資17.11億元。 福萊特玻璃(06865.HK)今日高開1.34%,最高見10.68元。現報10.5元,升8.58%,成交2,536.1萬股,涉資2.61億元。 里昂認為,近期太陽能股票價格勢頭來自於:1)政府在供應端政策上的一些積極信號;2)市場上流傳關於多晶矽行業潛在整合以及最低平均銷售價格指引的討論;3)太陽能玻璃的供應削減;4)多晶矽平均銷售價格反彈。 儘管近期頻繁出現積極信號,里昂指仍在等待有關潛在供應端政策的更多細節,而非僅僅新聞和市場傳言,以幫助該行業真正進入復甦階段。 里昂認為,由於更高的整合度和更陡峭的成本曲線,上游太陽能玻璃和多晶矽子行業更有可能受益於順風。該行繼續看好多晶矽領軍企業(保利協鑫科技),以及太陽能玻璃領軍企業(福萊特玻璃和信義光能(00968.HK))。
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