福莱特玻璃今日盘中大涨8.3%,引发市场广泛关注。
据报道,光伏玻璃供给短期内或将维持紧缺状态,考虑到二三线企业处于低盈利水平,扩产能力和动力均不足,而头部龙头企业如福莱特则凭借良好的盈利水平和资金实力,预计将保持较快的产能增速,市占率有望进一步提高。
众所周知,福莱特作为光伏玻璃龙头企业,凭借规模采购、高良品率等优势,毛利率较行业平均水平高出10%以上。随着光伏玻璃供需关系改善,行业内格局进一步向头部企业集中,福莱特等龙头的盈利优势有望进一步凸显。分析师预计,光伏玻璃产品价格有望在节后迎来拐点。
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