福莱特玻璃急涨逾7% 机构料光伏玻璃节后价格拐点可期

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01-15

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　　福莱特玻璃（06865）早盘一度急涨逾7%，截至发稿，股价上涨6.63%，现报12.54港元，成交额7351.38万港元。

　　国金证券发布研报称，头部光伏玻璃企业信义光能、福莱特凭借原材料规模采购、良品率等优势与二三线企业维持着10PCT以上的毛利率差距，考虑盈利承压背景下老旧小窑炉加速出清，光伏玻璃环节成本曲线有望保持陡峭，头部企业大窑炉优势有望凸显。

　　该行续指，光伏玻璃短期供给有望维持低位甚至进一步下降，节后价格拐点可期；后续供给增幅有限且可控，激进复产假设下2025年行业平均日熔量同比增速仅3%，阶段性价格弹性大。玻璃为光伏产业链格局最优环节之一，龙头盈利优势稳定，双寡头份额有望回升。

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