港股异动 | 信义光能(00968)现跌超4% 光伏玻璃库存持续增加 公司扩产放缓、多晶硅投产推迟
信义光能(00968)现跌超4%，截至发稿，跌4.41%，报3.47港元，成交额7218.51万港元。
广发证券指出，近期多数组件厂家订单跟进不饱和，开工率维持低位，且多数随采随用，光伏玻璃需求端支撑有限。数据显示，光伏玻璃样本库存天数约32.52天，环比增加2.35个百分点，较上周增幅扩大0.13个百分点。
交银国际本月初指出，需求疲软、供给持续增加，光伏玻璃供过于求加剧。公司光伏玻璃扩产放缓，预计公司年产量将增长29%，低于35%的年初目标。此外，由于化工园区验收延期，公司首个多晶硅项目投产推迟至4季度，多晶硅价格近期暴跌至4万元/吨以下，当前价格下投产后将面临严重亏损，因此我们预计该项目投产已陷入两难，或将进一步推迟。
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