异动解读 | 光伏行业利好频传,福莱特玻璃盘中大涨5%

异动解读
Nov 10

周一盘中,福莱特玻璃(06865)股价大涨5%,引发市场关注。这一涨势与近期光伏行业的积极消息密切相关。

据报道,备受关注的多晶硅"联合体"平台正在积极筹划中。该平台计划设立规模约700亿元的基金,拟以百亿资金撬动整体规模,实施"承债式"收购。这一消息提振了整个光伏产业链的信心。此外,多晶硅价格回升,相关企业业绩已出现好转迹象,进一步支撑了行业股票的表现。

与此同时,国务院近日发布《碳达峰碳中和的中国行动》白皮书,重申坚定不移推进碳达峰碳中和战略。白皮书强调了新能源和储能系统的重要性,这被市场解读为对光伏等新能源产业的利好信号。作为光伏玻璃的重要供应商,福莱特玻璃有望从行业的整体向好中受益,这也是推动其股价上涨的重要因素。

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