大行評級|大和:內地對太陽能模塊需求不高 限制行業上行潛力
大和發表研究報吿指,截至7日10日,光伏玻璃平均售價按周有持平至下跌趨勢,平均庫存天數增加2.94%,連續13個星期上升,反映需求滯後。該行指,留意到近期市場對太陽能輔助材料供應商的情緒非常強勁,基於有關淘汰過時生產力的傳言。然而,該行仍維持保守看法,認為在6月急趕安裝太陽能後,內地對太陽能模塊需求不高,限制行業上行潛力;加上目前光伏玻璃每日產量約為9.44萬噸,而減量速度僅為每日5600噸,平均售價下行,且存庫水平上升。該行重申對福萊特玻璃H股及信義光能的“跑輸大市”評級,福萊特玻璃A股評級“沽售”,福斯特評級“持有”。
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