智通财经APP获悉，光伏玻璃股集体走低，福莱特玻璃(06865)跌4.97%，报7.84港元；信义光能(00968)跌4.12%，报2.56港元；凯盛新能(01108)跌2.25%，报3.04港元；信义玻璃(00868)跌1.4%，报9.85港元。
消息面上，福莱特近日举行2026年第一季度业绩说明会，公司管理层就经营成果等问题与投资者进行交流。期内公司的毛利率为14.4%，环比下降9.8个百分点。据公司管理层介绍，光伏玻璃的市场价格持续走低影响了公司整体毛利率。为优化产能结构，公司部分窑炉进入冷修阶段。
东证期货发布研报称，光伏玻璃行业行业亏损仍在高位，目前光伏玻璃行业毛利率约为-51.23%。整体来看，若供给端不进行大规模调整，随着行业压力进一步加大，采购方压价意愿增强，光伏玻璃价格可能继续下跌。
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