信义光能(0968.HK):光伏玻璃供需改善尚待时日

国元国际
12 Jun

【投资要点】终端需求疲弱,光伏玻璃价格短期持续承压隆众资讯数据显示,从5 月初到6 月初,2.0mm 光伏玻璃价格从13-13.5 元/平米下降至12 元/平米以下,3.2mm 光伏玻璃价格从22-22.5 元/平米下降至21 元/平米以下。截至6 月初,库存天数已达29.72 天,库存压力较大。光伏玻璃行业毛利率持续回落,目前已经创新低,约为-9.47%。光伏玻璃价格下跌主要受430/531 ...

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