【港股通】福莱特玻璃(06865)跌超5% 机构指市场担忧光伏产业链环节加速过剩

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金吾财讯 | 福莱特玻璃(06865)早盘高开低走，截至发稿，跌5.80%，报15.92港元，成交额4223万港元。消息面上，国泰君安研报指出，市场对光伏板块的担心主要来自于需求增速中枢的下移和产业链各环节加速过剩，但光伏玻璃作为20年光伏平价之后最先紧缺的环节，实际也领先整个产业链经历了大规模产能过剩。光大证券此前指出，近期组件厂家排产提升，刚需支撑尚可。光伏玻璃新投产产线，短期暂无批量产出，...

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