【5 月 21 日消息:福莱特玻璃2025Q1 归母净利 1.06 亿元,同比下降 86%,环比增长 137%。】展望后续,需求端方面,国内分布式抢装潮退坡,5 月组件排产维持高位,不过 6 月排产或有下调可能。山东省率先发布机制电价竞价细则征求意见稿,预计其他省份将陆续发布相关细则,国内需求有望重启,海外出口迎来旺季。盈利端,该公司作为光伏玻璃龙头之一,相比二三线企业成本优势显著。随着天然气价格...
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