金吾财讯 | 福莱特玻璃(06865)由跌转涨，截至发稿，涨4.38%，报10.96港元，成交额1.13亿港元。消息面上，里昂发布研报称，由于更高的整合度和更陡峭的成本曲线，上游太阳能玻璃和多晶硅子行业更有可能受益于顺风。里昂认为，近期太阳能股票价格势头来自于：1)政府在供应端政策上的一些积极信号;2)市场上流传关于多晶硅行业潜在整合以及最低平均销售价格指引的讨论;3)太阳能玻璃的供应削减;4)多晶硅平均销售价格反弹。尽管近期频繁出现积极信号，里昂指仍在等待有关潜在供应端政策的更多细节，而非仅仅新闻和市场传言，以帮助该行业真正进入复苏阶段。交银国际表示，政策密集吹风，认为反映中央对光伏行业目前困境的重视程度进一步提高，也已深刻了解困境成因并决心解决，后续针对性的实质性政策有望出台，光伏供给侧将迎转机。交银看好光伏制造龙头的困境反转机会，首选光伏玻璃龙头信义光能(00968)、福莱特玻璃。
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