福萊特玻璃急漲逾7% 機構料光伏玻璃節後價格拐點可期

新浪港股

2025/01/15

熱點欄目自選股數據中心行情中心資金流向模擬交易

客戶端

　　福萊特玻璃（06865）早盤一度急漲逾7%，截至發稿，股價上漲6.63%，現報12.54港元，成交額7351.38萬港元。

　　國金證券發布研報稱，頭部光伏玻璃企業信義光能、福萊特憑藉原材料規模採購、良品率等優勢與二三線企業維持着10PCT以上的毛利率差距，考慮盈利承壓背景下老舊小窯爐加速出清，光伏玻璃環節成本曲線有望保持陡峭，頭部企業大窯爐優勢有望凸顯。

　　該行續指，光伏玻璃短期供給有望維持低位甚至進一步下降，節後價格拐點可期；後續供給增幅有限且可控，激進復產假設下2025年行業平均日熔量按年增速僅3%，階段性價格彈性大。玻璃為光伏產業鏈格局最優環節之一，龍頭盈利優勢穩定，雙寡頭份額有望回升。

海量資訊、精準解讀，盡在新浪財經APP

責任編輯：盧昱君

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

1
2
3
4
5
6
7
8
9
10

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2503165167"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2503165167\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2503165167?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-01-15 11:02","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2503165167","market":"other","top_or_hot":-1,"title":"福萊特玻璃急漲逾7% 機構料光伏玻璃節後價格拐點可期","media":"新浪港股","content":"<html><body><div>\n<div>\n<div>\n<img src=\"http://image.sinajs.cn/n/hk/min/640x360xxfhd/06865.png\"/>\n</div>\n<div>\n<div>\n<span>熱點欄目</span>\n<s></s>\n自選股\n數據中心\n行情中心\n資金流向\n模擬交易\n</div>\n客戶端\n</div>\n</div>\n<p>　　<span><a href=\"https://laohu8.com/S/06865\">福萊特玻璃</a></span><span></span>（06865）早盤一度急漲逾7%，截至發稿，股價上漲6.63%，現報12.54港元，成交額7351.38萬港元。</p>\n<p>　　<a href=\"https://laohu8.com/S/600109\">國金證券</a>發布研報稱，頭部光伏玻璃企業<span><a href=\"https://laohu8.com/S/00968\">信義光能</a></span><span></span>、<a href=\"https://laohu8.com/S/601865\">福萊特</a>憑藉原材料規模採購、良品率等優勢與二三線企業維持着10PCT以上的毛利率差距，考慮盈利承壓背景下老舊小窯爐加速出清，光伏玻璃環節成本曲線有望保持陡峭，頭部企業大窯爐優勢有望凸顯。</p>\n<p>　　該行續指，光伏玻璃短期供給有望維持低位甚至進一步下降，節後價格拐點可期；後續供給增幅有限且可控，激進復產假設下2025年行業平均日熔量按年增速僅3%，階段性價格彈性大。玻璃為光伏產業鏈格局最優環節之一，龍頭盈利優勢穩定，雙寡頭份額有望回升。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n<p>責任編輯：盧昱君 </p>\n</div></body></html>","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>福萊特玻璃急漲逾7% 機構料光伏玻璃節後價格拐點可期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n福萊特玻璃急漲逾7% 機構料光伏玻璃節後價格拐點可期\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪港股</strong><span class=\"h-time small\">2025-01-15 11:02</span>\n</p>\n</h4>\n</header>\n<article>\n<html><body><div>\n<div>\n<div>\n<img src=\"http://image.sinajs.cn/n/hk/min/640x360xxfhd/06865.png\"/>\n</div>\n<div>\n<div>\n<span>熱點欄目</span>\n<s></s>\n自選股\n數據中心\n行情中心\n資金流向\n模擬交易\n</div>\n客戶端\n</div>\n</div>\n<p>　　<span><a href=\"https://laohu8.com/S/06865\">福萊特玻璃</a></span><span></span>（06865）早盤一度急漲逾7%，截至發稿，股價上漲6.63%，現報12.54港元，成交額7351.38萬港元。</p>\n<p>　　<a href=\"https://laohu8.com/S/600109\">國金證券</a>發布研報稱，頭部光伏玻璃企業<span><a href=\"https://laohu8.com/S/00968\">信義光能</a></span><span></span>、<a href=\"https://laohu8.com/S/601865\">福萊特</a>憑藉原材料規模採購、良品率等優勢與二三線企業維持着10PCT以上的毛利率差距，考慮盈利承壓背景下老舊小窯爐加速出清，光伏玻璃環節成本曲線有望保持陡峭，頭部企業大窯爐優勢有望凸顯。</p>\n<p>　　該行續指，光伏玻璃短期供給有望維持低位甚至進一步下降，節後價格拐點可期；後續供給增幅有限且可控，激進復產假設下2025年行業平均日熔量按年增速僅3%，階段性價格彈性大。玻璃為光伏產業鏈格局最優環節之一，龍頭盈利優勢穩定，雙寡頭份額有望回升。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n<p>責任編輯：盧昱君 </p>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-01-15/doc-ineeznkz7940041.shtml\">新浪港股</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1554","symbol_name":"光伏太陽能股","start_time":0,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-01-15/doc-ineeznkz7940041.shtml","article_id":"2503165167","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2503165167","pubTimestamp":1736910120,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"　　福萊特玻璃早盤一度急漲逾7%，截至發稿，股價上漲6.63%，現報12.54港元，成交額7351.38萬港元。　　該行續指，光伏玻璃短期供給有望維持低位甚至進一步下降，節後價格拐點可期；後續供給增幅有限且可控，激進復產假設下2025年行業平均日熔量按年增速僅3%，階段性價格彈性大。玻璃為光伏產業鏈格局最優環節之一，龍頭盈利優勢穩定，雙寡頭份額有望回升。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK1554":"光伏太阳能股","BK1594":"碳中和概念股","06865":"福莱特玻璃","BK1169":"半导体设备"},"translate_title":"Flat Glass soared more than 7%, institutions expect the inflection point of photovoltaic glass price after the holiday to be expected","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"06865":0.6},"content_text":"熱點欄目\n\n自選股\n數據中心\n行情中心\n資金流向\n模擬交易\n\n客户端\n\n\n　　福萊特玻璃（06865）早盤一度急漲逾7%，截至發稿，股價上漲6.63%，現報12.54港元，成交額7351.38萬港元。\n　　國金證券發布研報稱，頭部光伏玻璃企業信義光能、福萊特憑藉原材料規模採購、良品率等優勢與二三線企業維持着10PCT以上的毛利率差距，考慮盈利承壓背景下老舊小窯爐加速出清，光伏玻璃環節成本曲線有望保持陡峭，頭部企業大窯爐優勢有望凸顯。\n　　該行續指，光伏玻璃短期供給有望維持低位甚至進一步下降，節後價格拐點可期；後續供給增幅有限且可控，激進復產假設下2025年行業平均日熔量按年增速僅3%，階段性價格彈性大。玻璃為光伏產業鏈格局最優環節之一，龍頭盈利優勢穩定，雙寡頭份額有望回升。\n\n\n\n海量資訊、精準解讀，盡在新浪財經APP\n\n責任編輯：盧昱君","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}