部分光伏太阳能股走低 信义光能跌3.41% 美银料太阳能玻璃制造商或继续亏损至2026年中

金吾资讯
18 Jul

金吾财讯 | 部分光伏太阳能股走低,信义光能(00968)跌3.41%,协鑫新能源(00451)跌3.26%,凯盛新能(01108)跌2.23%,福莱特玻璃(06865)跌1.69%。美银证券发表研究报告指,受到减产消息及反内卷政策影响,太阳能玻璃股份自6月底已升约30%。不过,2mm太阳能玻璃价格过去两星期继续跌至每平方米10.5至10.8元,是全行业都会亏损的水平。该行认为,即使需求在2026...

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