光伏行业持续火爆,带动了上游配套公司的资金热情。9月30日早盘,作为国内最大的光伏玻璃供应商之一,信义玻璃(00868)股价大涨12.36%,报9.94港元/股,当日累计成交额逾4.62亿港元,成为资金关注的热点。
分析人士指出,信义玻璃此轮上涨与光伏行业整体景气复苏密切相关。2023年光伏板块持续受资金追捧,全球光伏装机需求强劲,上游材料紧缺情况有望缓解。同时,市场预期行业供需格局将进一步改善,产能出清加快,龙头公司存量优势逐步显现。
来自券商研报的观点显示,受益于光伏新增装机持续高增长,行业内部分环节产能过剩局面或将在2025年上半年逐步出清。在产能利用率提升的背景下,光伏玻璃等上游原材料价格或将企稳回升,行业龙头业绩有望进一步改善。信义玻璃作为龙头企业之一,其产品占有率和议价能力有望进一步提高。
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