福莱特玻璃(06865)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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06865 福莱特玻璃

未开盘 05-08 16:08:16

8.860

-0.010

-0.11%

最高8.990	最低8.810	成交量237.50万
今开8.970	昨收8.870	日振幅2.03%
总市值207.59亿	流通市值39.16亿	总股本23.43亿
成交额2,110万	换手率0.54%	流通股本4.42亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）

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08:55","pubTimestamp":1746579329,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，4月29日，发改委、能源局发布《关于全面加快电力现货市场建设工作的通知》，要求全面加快电力现货市场建设，2025年底前基本实现电力现货市场全覆盖，全面开展连续结算运行，充分发挥现货市场发现价格、调节供需的关键作用。该行认为电力供需趋于宽松的环境为电力市场化加速创造窗口，看好风电、功率预测、四可等投资方向将受益于电力市场化。1.电力市场中风电电价表现或好于光伏，推动占比变化。2.电力市场化下新能源功率预测重要性提升。3.电力市场化或倒逼分布式光伏“四可”升级加速。4.电力市场化推动虚拟电厂商业模式闭环。5.全国统一电力大市场下主网互联互通持续建设。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1958200","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0054450605.USD","LU0449515922.USD","01811","BK0276","LU1064130708.USD","02208","BK1169","BK1583","01799","LU0254981946.USD","LU1934453819.USD","LU0214875030.USD","BK1205","BK1564","LU2148510915.USD","LU0823040885.USD","BK1524","02380","BK0183","BK1148","BK1566","LU2048586759.USD","LU0737861699.HKD","LU0821914370.USD","02688","00991","03868","BK1221","IE0008368742.USD","06865","601688","BK1125","LU1064131003.USD","BK1546","BK0028","00916","LU0449509016.USD","SG9999014674.SGD","LU1224709979.USD","LU1515016050.SGD","00902","BK0188","06886","01798","BK1570","BK1526","00836","BK1521","BK1154","01071"],"gpt_icon":0},{"id":"2533575425","title":"花旗：降福莱特玻璃目标价至7.5港元 展开30日负面催化观察","url":"https://stock-news.laohu8.com/highlight/detail?id=2533575425","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2533575425?lang=zh_cn&edition=full","pubTime":"2025-05-06 16:29","pubTimestamp":1746520140,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　花旗发布研报称，由于太阳能玻璃平均售价下调，福莱特玻璃（06865）首季净利润同比跌86%至1.06亿元人民币。集团盈利已从去年第四季的亏损中改善，且中国太阳能玻璃需求有所上升。但花旗认为，紧急安装需求即将结束，5月份市场需求可能下降。该行维持其“沽售”评级，目标价从10港元降至7.5港元，并开启30日负面催化观察，预期中国太阳能玻璃价格将进一步下跌。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：史丽君","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-05-06/doc-inevrkux0585307.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["06865"],"gpt_icon":0},{"id":"2533754655","title":"星展：降福莱特玻璃目标价至7.5港元 维持“持有”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2533754655","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2533754655?lang=zh_cn&edition=full","pubTime":"2025-05-06 16:26","pubTimestamp":1746519960,"startTime":"0","endTime":"0","summary":"　　星展发布研报称，福莱特玻璃今年首季扭亏为盈，胜预期，毛利因严谨的成本控制及燃气成本较低而有所改善。因此，该行将福莱特玻璃今明两年的收入预期下调约18%，导致盈利预测被削减约40%。该行预计福莱特玻璃今年盈利将下跌8%，2026年会有33%的反弹增幅，但复苏需时比预期更长，将其H股目标价从12.5港元降至7.5港元，维持“持有”评级。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-05-06/doc-inevrkva2186529.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["06865"],"gpt_icon":0},{"id":"2533757801","title":"交银国际：降福莱特玻璃(06865)目标价至11.3港元 首季大幅扭亏胜预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2533757801","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2533757801?lang=zh_cn&edition=full","pubTime":"2025-05-06 16:06","pubTimestamp":1746518781,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，交银国际发布研报称，由于福莱特玻璃中国内地二、三线企业投产超预期，且考虑对等关税对越南产能的影响，下调其2025-2027年盈利预测15%、10%及9%，目标价从13.45港元下调至11.3港元。报告提到，公司首季盈利1.06亿元人民币，远胜市场预期的亏损7000万元人民币，并较上季亏损2.89亿元大幅扭亏。内地2mm光电玻璃均价环比上升，叠加纯碱价格下跌及降本增效，推动毛利率及净利率环比升8.8及9.6个百分点至11.7%和2.6%，高于该行预期3.3个百分点。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1289552.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["06865"],"gpt_icon":0},{"id":"2533578047","title":"花旗：降福莱特玻璃(06865)目标价至7.5港元 展开30日负面催化观察","url":"https://stock-news.laohu8.com/highlight/detail?id=2533578047","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2533578047?lang=zh_cn&edition=full","pubTime":"2025-05-06 16:03","pubTimestamp":1746518599,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，花旗发布研报称，由于太阳能玻璃平均售价下调，福莱特玻璃(06865)首季净利润同比跌86%至1.06亿元人民币。集团盈利已从去年第四季的亏损中改善，且中国太阳能玻璃需求有所上升。但花旗认为，紧急安装需求即将结束，5月份市场需求可能下降。该行维持其“沽售”评级，目标价从10港元降至7.5港元，并开启30日负面催化观察，预期中国太阳能玻璃价格将进一步下跌。更多港股重磅资讯，下载智通财经app更多港股及海外理财资讯，请点击www.zhitongcaijing.com（搜索“智通财经”）；欲加入智通港股投资群，请加智通客服微信(ztcjkf)","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1289548.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["06865"],"gpt_icon":0},{"id":"2532857022","title":"交银国际：下调福莱特玻璃(06865)目标价至11.30港元 维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2532857022","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2532857022?lang=zh_cn&edition=full","pubTime":"2025-05-02 10:48","pubTimestamp":1746154129,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，交银国际发布研报称，福莱特玻璃因二、三线企业投产超预期及对等关税对越南产能的影响，该行下调2025-2027年盈利分别15%/10%/9%，同时下调目标价16%，由13.45港元降至11.30港元，对应2026年13.2倍的市盈率，维持“买入”评级。报告表示，因福莱特玻璃产品价格上涨，该行预计集团第二季的盈利有望实现季增。考虑新产能爬坡期，交银国际预计福莱特玻璃供给将从6月起明显增加，届时玻璃价格将承压。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1288896.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["06865"],"gpt_icon":0},{"id":"2531083439","title":"里昂：料福莱特玻璃(06865)盈利受可再生能源电价市场化影响 下调目标价至10港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2531083439","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2531083439?lang=zh_cn&edition=full","pubTime":"2025-04-30 17:00","pubTimestamp":1746003600,"startTime":"0","endTime":"0","summary":"里昂发布研报称，福莱特玻璃(06865)首季净利润转正为1.06亿元人民币，对比2024年第四季净亏损2.89亿元人民币，受惠行业整体供应减少及中国太阳能安装热潮推动产品平均售价回升。但该行预计自今年5月起，受可再生能源电价市场化启动影响，太阳能需求将疲软，因此下调对公司今年至2027年净利润预测15%至21%，该行将福莱特玻璃目标价由14港元下调至10港元，但维持“跑赢大市”评级，基于仍然看好其成本领先地位。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-04-30/doc-ineuxwey7086754.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["06865"],"gpt_icon":0},{"id":"2531852140","title":"福莱特玻璃04月30日主力净流入118.3万元 散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2531852140","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2531852140?lang=zh_cn&edition=full","pubTime":"2025-04-30 16:15","pubTimestamp":1746000938,"startTime":"0","endTime":"0","summary":"04月30日, 福莱特玻璃股价涨3.54%，报收8.78元，成交金额1.0亿元，换手率2.61%，振幅6.37%，量比2.03。福莱特玻璃今日主力资金净流入118.3万元，上一交易日主力净流出125.9万元。该股近5个交易日上涨0.80%，主力资金累计净流出1608.3万元；近20日主力资金累计净流出2845.6万元，其中净流出天数为11日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250430170956a6ce9aba&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250430170956a6ce9aba&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1594","BK1169","BK1554","06865"],"gpt_icon":0},{"id":"2531230497","title":"福莱特玻璃绩后涨超6% 盈利能力有望延续改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2531230497","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2531230497?lang=zh_cn&edition=full","pubTime":"2025-04-30 10:37","pubTimestamp":1745980622,"startTime":"0","endTime":"0","summary":"4月30日，福莱特玻璃（06865）发布一季度财报后股价上涨超6%，现报8.80港元。财报显示，公司首季营业额40.79亿元人民币，同比下降28.8%，纯利1.06亿元，同比下滑86%。华泰证券指出，光伏玻璃价格企稳回升助力公司扭亏，盈利能力环比有望延续改善。数据显示，2025年1-3月全国光伏新增装机59.7GW，同比增长31%，行业需求旺盛。截至4月底，国内光伏玻璃在产产能达9.7万吨/天，环比增长4.9%，后续需关注复产及新产能点火节奏。免责声明：本文内容由开放的智能模型自动生成，仅供参考。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025043010411694e84fff&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025043010411694e84fff&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["06865","BK0235","601865"],"gpt_icon":0},{"id":"2531674000","title":"福莱特玻璃绩后涨超6% 机构指公司盈利能力环比有望延续改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2531674000","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2531674000?lang=zh_cn&edition=full","pubTime":"2025-04-30 10:13","pubTimestamp":1745979180,"startTime":"0","endTime":"0","summary":"　　福莱特玻璃绩后涨超6%，截至发稿，股价上涨3.77%，现报8.80港元，成交额5610.17万港元。　　福莱特玻璃布截至今年3月底止首季财报，按中国企业会计准则，营业额40.79亿元人民币，同比下跌28.8%。纯利1.06亿元，同比下跌86%。　　华泰证券指出，光伏玻璃价格企稳回升带动公司环比24Q4扭亏，4月以来光伏玻璃价格延续改善趋势，公司盈利能力环比有望延续改善。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-04-30/doc-ineuxfhz4939374.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["06865","BK1594","BK1554","BK1169"],"gpt_icon":0},{"id":"2531369725","title":"光伏太阳能股部分走强 福莱特玻璃涨4.36% 机构指产业链有望实现量价齐升 亏损环比收窄","url":"https://stock-news.laohu8.com/highlight/detail?id=2531369725","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2531369725?lang=zh_cn&edition=full","pubTime":"2025-04-30 10:07","pubTimestamp":1745978839,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光伏太阳能股部分走强，截至发稿，水发兴业能源 涨5.36%，福莱特玻璃涨4.36%，协鑫科技涨1.27%，山高新能源涨0.65%，凯盛新能和新特能源跟涨。该行看好Q1抢装驱动排产提升，产业链有望实现量价齐升，亏损环比收窄。展望Q2，该行预计3-4月抢装排产结束后或进入需求真空期，叠加川滇丰水期临近，部分产能存在复产预期，产业链量价或短期承压。新技术方面，BC电池产业化进展加速。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250430102508a46d025c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250430102508a46d025c&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1169","BK1554","BK1594","06865"],"gpt_icon":0},{"id":"2531747667","title":"港股异动 | 福莱特玻璃(06865)绩后涨超6% 光伏玻璃价格企稳回升 一季度实现环比扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=2531747667","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2531747667?lang=zh_cn&edition=full","pubTime":"2025-04-30 09:53","pubTimestamp":1745978014,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，福莱特玻璃绩后涨超6%，截至发稿，涨4.01%，报8.82港元，成交额5160.74万港元。消息面上，福莱特玻璃布截至今年3月底止首季财报，按中国企业会计准则，营业额40.79亿元人民币，同比下跌28.8%。纯利1.06亿元，同比下跌86%。华泰证券指出，光伏玻璃价格企稳回升带动公司环比24Q4扭亏，4月以来光伏玻璃价格延续改善趋势，公司盈利能力环比有望延续改善。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1288176.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"港股异动 | 福莱特玻璃(06865)绩后涨超6% 光伏玻璃价格企稳回升 一季度实现环比扭亏为盈","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1594","06865","BK1169","BK1554"],"gpt_icon":0},{"id":"2531208488","title":"福莱特玻璃(06865)一季度归母净利润1.06亿元，同比下降86.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=2531208488","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2531208488?lang=zh_cn&edition=full","pubTime":"2025-04-29 17:14","pubTimestamp":1745918073,"startTime":"0","endTime":"0","summary":"智通财经APP讯，福莱特玻璃(06865)发布2025年第一季度报告，营业收入40.79亿元(人民币，下同)，同比下降28.76%;归属于上市公司股东的净利润1.06亿元，同比下降86.03%;基本每股收益0.05元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1287386.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["06865"],"gpt_icon":0},{"id":"2530386914","title":"【券商聚焦】华泰证券：国内光伏需求高景气 Q1亏损或环比收窄","url":"https://stock-news.laohu8.com/highlight/detail?id=2530386914","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2530386914?lang=zh_cn&edition=full","pubTime":"2025-04-25 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华泰证券表示，受新能源入市抢装影响，国内光伏需求高景气，根据国家能源局统计，25Q1国内光伏新增装机59.71GW，同比+30.5%。该行看好Q1抢装驱动排产提升，产业链有望实现量价齐升，亏损环比收窄。展望Q2，该行预计3-4月抢装排产结束后或进入需求真空期，叠加川滇丰水期临近，部分产能存在复产预期，产业链量价或短期承压。新技术方面，BC电池产业化进展加速。供给侧政策与市场化出清驱动行业供需错配改善，新技术降本提效促进渗透率提升，建议关注硅料、电池、玻璃环节。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1957668","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0012","LU0327786744.USD","IE00BZ08YR35.GBP","BK1148","LU0456827905.SGD","LU1064131003.USD","03868","06886","IE00BZ08YS42.EUR","LU2148510915.USD","03800","00968","03606","LU1064130708.USD","LU1655091616.SGD","BK1564","BK1500","BK1509","BK1610","LU1781817850.SGD","LU0572944931.SGD","LU0051755006.USD","BK1589","IE00BZ08YT58.USD","BK0188","06865","01250","BK1144","BK1154","BK1554","LU0509642566.USD","LU2242644610.SGD","LU0828238088.HKD","BK0028","LU1979443071.USD","LU1580142542.USD","01799","00868","LU1328615791.USD","LU0269904917.USD","LU1934453819.USD","BK1594","IE0034224299.USD","601688","BK0276","LU0455707207.USD","BK1105","LU1983299162.USD","BK0183","BK1169"],"gpt_icon":0},{"id":"1193553667","title":"异动解读 | 福莱特玻璃盘中大跌5.05%，光伏股全线回落","url":"https://stock-news.laohu8.com/highlight/detail?id=1193553667","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1193553667?lang=zh_cn&edition=full","pubTime":"2025-04-24 14:30","pubTimestamp":1745476246,"startTime":"0","endTime":"0","summary":"港股市场今日震荡，光伏板块成为焦点。福莱特玻璃盘中大跌5.05%，引发投资者关注。据市场消息，光伏股今日普遍回落。除福莱特玻璃外，彩虹新能源、信义光能、新特能源等光伏相关个股均出现不同程度下跌。中金公司最新研报指出，春节后的抢装潮虽带动了产业链价格反弹，但随着工商业光伏及市场化交易新老划断节点临近，部分环节出现抢出货现象。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["06865"],"gpt_icon":0},{"id":"1135769167","title":"异动解读 | 光伏股全线下挫，福莱特玻璃盘中大跌5.05%","url":"https://stock-news.laohu8.com/highlight/detail?id=1135769167","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1135769167?lang=zh_cn&edition=full","pubTime":"2025-04-24 14:30","pubTimestamp":1745476238,"startTime":"0","endTime":"0","summary":"港股光伏板块今日全线下挫，其中福莱特玻璃表现最为疲软，盘中大跌5.05%，引发市场关注。同时，随着丰水期逐渐临近，市场对光伏产业链价格下行预期渐浓，多晶硅期货近期呈现明显下行趋势。这些因素共同导致投资者对光伏行业短期前景持谨慎态度，进而引发包括福莱特玻璃在内的光伏股集体下跌。分析师表示，待各省政策明确、丰水期后企业策略明晰、年终相对淡季过去之后，行业及市场预期有望再度好转。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["06865"],"gpt_icon":0},{"id":"2529647747","title":"福莱特玻璃盘中异动 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