福莱特玻璃(06865)绩后涨超6%,截至发稿,股价上涨3.77%,现报8.80港元,成交额5610.17万港元。
福莱特玻璃布截至今年3月底止首季财报,按中国企业会计准则,营业额40.79亿元人民币,同比下跌28.8%。纯利1.06亿元,同比下跌86%。
华泰证券指出,光伏玻璃价格企稳回升带动公司环比24Q4扭亏,4月以来光伏玻璃价格延续改善趋势,公司盈利能力环比有望延续改善。
该行同时指出,据国家能源局,25年1-3月全国光伏新增装机59.7GW,同比增长31%,25年上半年光伏需求有望维持旺盛。据卓创资讯,截至4月底国内光伏玻璃在产产能9.7万吨/天,环比增长4.9%,价格及需求恢复或带动行业复产意愿增强,后续建议关注复产及新产能点火的节奏。
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