港股异动 | 福莱特玻璃(06865)跌超4%领跌光伏玻璃股 光伏玻璃价格再跌 供需压力或较大
光伏玻璃股持续走低，截至发稿，福莱特玻璃(06865)跌4.65%，报13.12港元；凯盛新能(01108)跌3.52%，报4.39港元；信义光能(00968)跌3.07%，报4.22港元。
消息面上，据SMM，SNEC展会结束后，玻璃高价开始让利下降，本周2.0mm光伏玻璃价格为：2.0mm单层镀膜（15.5-17.0元/平方米）；2.0mm双层镀膜（17.0-18.0元/平方米），高价下调0.5元/平方米。从供应端来看，6月国内新增一座窑炉点火，涉及产能1000吨/天，前期点火窑炉逐步放量，玻璃供应量逐渐提高，供需压力较大。SMM认为玻璃价格仍将继续下跌。
平安证券近日研报指出，春节后供需阶段性改善带来去库与价格小幅上涨。但3月底以来产线点火加速，5月底国内在产日熔量较年初增加1.47万吨至11.35万吨，全年来看供需或相对宽松，行业盈利触底改善逻辑仍待观察。中长期看，光伏玻璃行业风险点除了新点火规模，也要关注浮法玻璃对光伏背板玻璃冲击。
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