小摩：光伏玻璃按周上涨超10% 重申“增持”信义光能
小摩：光伏玻璃按周上涨超10% 重申“增持”信义光能(00968)
智通财经APP获悉，摩根大通发表报告表示，该行维持对信义光能 (HK:0968) “增持”评级，指公司成为行业领导者，可提升市场份额。
据《PV Infolink》数据，3.2mm及2.0mm太阳能玻璃近期报价按周分别上涨11%及18%，该行认为光伏产业于今年第四季的季节性需求强劲，加上今年第二季度发生新冠疫情令产能扩张延迟，导致太阳能玻璃供应紧张。
该行近期透过行业渠道了解，与主流太阳能玻璃制造商的核对表明，相关产品供应一直紧张，而且库存处于低水平。
小摩料主流光伏玻璃制造商于今年第四季会获取额外盈利；从长远而言，该行看好太阳能玻璃在光伏行业的前景，该行对太阳能玻璃需求增长前景持乐观态度，全球鼓励减碳排放正推动光伏需求增长。
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