异动解读 | 太阳能玻璃板块需求预期增强福莱特玻璃(06865)盘中大涨6.62%

异动解读2025-02-26

福莱特玻璃(06865)今日盘中大涨6.62%,引发市场关注。

消息面上,有分析指出福莱特玻璃盘中大涨,主要是由于市场预期未来太阳能玻璃需求将显著增加所致。里昂证券发布报告称,中央政府披露新能源上网电价市场化改革政策,短期内将推动光伏装机热潮。作为太阳能玻璃龙头企业,福莱特有望从需求端获益。

据悉,中国政府将于6月1日执行新的电价政策,市场预计这将刺激下半年内的光伏装机潮。而作为太阳能组件的关键原材料之一,玻璃需求将大幅增长,从而带动福莱特玻璃等主要太阳能玻璃生产商的业绩和股价。

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异动解读 | 太阳能玻璃板块需求预期增强 福莱特玻璃(06865)盘中大涨6.62%

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异动解读 | 太阳能玻璃板块需求预期增强福莱特玻璃(06865)盘中大涨6.62%