周一盘中，港股福莱特玻璃（06865）股价出现显著上涨，涨幅达5.22%，引发市场关注。
这一涨势很可能源于交银国际最新发布的新能源行业下半年展望报告。该报告对光伏玻璃行业前景持积极态度，认为产能有望减少，行业恢复供需平衡的确定性更高。值得注意的是，交银国际特别看好福莱特，将其列为首选推荐，并给予"买入"评级。报告指出，福莱特在2025年第一季度率先实现扭亏为盈，显示出其在行业中的领先地位和竞争优势。
此外，交银国际对整个新能源行业进行了排序，将光伏玻璃板块置于较高位置，仅次于新能源运营商。报告预计，到2026年，光伏行业有望出现实质性反转。同时，风电行业在2025年的新增装机量预计将同比增长23%。这些积极因素可能进一步增强了投资者对福莱特玻璃等光伏产业链龙头企业的信心。然而，投资者仍需警惕可能的风险，如2026年风电新增装机量可能出现小幅下跌。
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