异动解读|信义光能盘中下跌5.24%,光伏玻璃行业供需矛盾持续发酵价格承压

行情直击
May 20

5月20日,信义光能盘中下跌5.24%,报2.71港元/股,成交额6211.71万港元。

消息面上,光伏玻璃行业供需结构性矛盾持续发酵。近日蚌埠德力光能与隆基绿能解除总金额约55.31亿元的《光伏玻璃长期采购协议》,原因系光伏玻璃价格持续下行,售价与成本倒挂导致大额亏损,相关产线已于去年1月停产。与此同时,光伏产品出口退税从9%归零、行业自律被叫停,双重政策变局令板块雪上加霜。机构指出光伏玻璃行业产能出清较缓慢,大部分产线运行时间短,厂商冷修决策谨慎,且存在较多潜在新增产能。同业福莱特玻璃同日亦下跌2.11%,板块整体延续弱势。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10