智通财经APP获悉，福莱特玻璃(06865)再涨超4%，截至发稿，涨4.31%，报13.54港元，成交额6165.13万港元。
里昂发布研报称，中央政府披露新能源上网电价市场化改革政策，长期来看市场化电价导致项目内部回报率较低，该政策将致未来太阳能装机量增长放缓，但同时预计将推动产业增长更具可持续性及稳定。短期内，该行认为该政策将在今年6月1日前推动安装热潮。
里昂认为，短期强劲需求应带动产量激增;该行渠道调查预期，今年3月计划的模组产量可能达到约50吉瓦，环比增长25%。同时，农历新年后太阳能玻璃库存下降5%，主要组件厂商计划上调组件价格每瓦2分至5分。至于太阳能玻璃及多晶硅应会在短期内受惠于安装热潮。
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.