异动解读 | 光伏股集体走高,福莱特玻璃盘中大涨5.02%

异动解读
Oct 30

今日盘中,福莱特玻璃(06865)股价大涨5.02%,引发市场关注。该股的强势表现反映了整个光伏行业的积极态势。

数据显示,光伏板块普遍走强。新特能源涨幅最大,达8.75%;协鑫科技上涨6.06%;信义光能上涨3.83%。这一轮上涨行情与A股市场昨日的表现相呼应,当时光伏概念板块涨幅达2.85%,光伏设备板块更是大涨8.47%。

行业利好消息频传,成为推动光伏股上涨的重要因素。据报道,包括协鑫集团在内的17家光伏龙头企业已就联合收储产能达成共识。申万宏源分析认为,这一举措有助于加速多晶硅供给侧改革,预计将推动行业价格和盈利能力的持续修复。此外,国家能源局数据显示,中国9月光伏新增装机量环比增长31.79%,达9.7GW,进一步印证了行业的蓬勃发展势头。

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