智通财经APP获悉，大和发布研报称，留意到近期市场对太阳能辅助材料供应商的情绪非常强劲，基于有关淘汰过时生产力的传言。 然而，该行仍维持保守看法，认为在6月急赶安装太阳能后，内地对太阳能模组需求不高，限制行业上行潜力; 加上目前光伏玻璃每日产量约为9.44万吨，而减量速度仅为每日5,600吨，平均售价下行，且存库水平上升。
截至7日10日，光伏玻璃平均售价按周有持平至下跌趋势，平均库存天数增加2.94%，连续13个星期上升，反映需求滞后。该行重申对福莱特玻璃H股(06865)及信义光能(00968)的“跑输大市”评级，福莱特玻璃A股(601865.SH) 评级“沽售”，福斯特(603806.SH)评级持有，并对内地太阳能行业持负面看法。
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