异动解读 | 福莱特玻璃盘中大涨5.13%,光伏股集体走强

异动解读
Jul 24, 2025

福莱特玻璃(06865.HK)今日盘中大涨5.13%,引发市场关注。该股走势强劲,与其他光伏股普遍走高的趋势相一致。

数据显示,截至发稿时,新特能源(01799.HK)上涨5.24%,信义光能(00968.HK)上涨5.28%,福莱特玻璃上涨4.18%,协鑫科技(03800.HK)上涨3.2%。光伏板块整体表现亮眼,成为市场焦点。

光伏行业利好消息频传,推动相关个股走强。业内人士透露,正在推进修订多晶硅单位产品综合能耗标准,拟将1级、2级、3级能耗标准分别调整为≤5、6和7.5 kgce/kg,旨在推动落后产能出清。此外,多晶硅料价格近期已出现明显上涨,最高报价较前期低点上涨超过28%。分析师指出,在行业自律的情况下,反内卷措施已初见成效,预计后续政策将继续聚焦于整治低价恶性竞争、推动产能整合等方面,这些因素共同推动了光伏股的整体上涨。

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