光伏行业龙头信义玻璃(00868)今日盘中股价重挫逾5%,引发市场广泛关注。分析人士指出,这主要受到行业增长放缓的影响。
数据显示,8月我国新增光伏装机16.46GW,环比下滑22%,光伏产业链价格也呈下行趋势。特别是8月我国光伏组件出口同比虽有所增长,但环比下滑5%,主要出口目的地如印度和欧洲均出现环比放缓。
作为光伏玻璃的主要供应商,信义玻璃的业绩表现与光伏行业的景气程度密切相关。投资者担心增长放缓可能会影响公司未来订单和盈利预期,因而纷纷抛售该股,令股价大幅下挫。展望未来,市场对信义玻璃及整个光伏产业链企业的业绩增长保持谨慎态度。
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