异动解读 | 福莱特玻璃(06865)盘中大跌5.10% 光伏新增装机预期下滑引发观望情绪

异动解读2025-02-27

福莱特玻璃(06865)盘中股价大跌5.10%,引发市场关注。

此前有消息称,2025年中国光伏新增装机将同比下滑8.13%-22.54%,这主要受到分布式光伏发电管理办法、新能源上网电价市场化改革等政策影响,行业存在一定观望情绪。

作为光伏玻璃主要供应商,福莱特玻璃的业绩表现与光伏行业发展状况密切相关。行业新增装机预期下滑,或令市场对福莱特玻璃的未来需求和业绩前景产生担忧,从而引发股价下跌。

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