福莱特玻璃（06865）今日盘中大涨5.06%，引起市场关注。这一涨幅主要受到交银国际发布的积极研究报告推动，该报告维持对福莱特玻璃的"买入"评级，并小幅上调了目标价。
根据福莱特玻璃发布的业绩预告，公司今年上半年预计盈利2.3亿至2.8亿元，其中第二季度盈利1.2亿至1.7亿元。交银国际指出，自6月以来，光伏玻璃行业大幅减产，最近一周累库速度已大幅放缓。预计8月有望开始去库存，随后玻璃价格有望见底回升。此外，近期政府会议密集表态，光伏供给侧或将迎来转机，这些因素都为行业前景带来积极信号。
尽管交银国际因产品价格走势弱于预期而下调了福莱特玻璃2025至2027年的盈利预测，但仍维持1.1倍2025年市账率的估值基准。考虑到人民币升值因素，该行将目标价从11.3港元小幅上调至11.45港元。这一积极的评级和目标价上调显然提振了投资者信心，推动了福莱特玻璃股价的上涨。
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