港股异动 | 福莱特玻璃(06865)跌超5%领跌光伏玻璃股 明年行业仍将面临激烈的价格竞争
光伏玻璃股集体走低，截至发稿，福莱特玻璃(06865)跌5.05%，报15.8港元；信义光能(00968)跌4.92%，报5.02港元；信义玻璃(00868)跌0.97%，报9.17港元；福耀玻璃(03606)跌0.69%，报35.8港元。
交银国际发布报告称，信义光能股价已基本反映悲观预期，但维持“中性”评级，主要原因是行业竞争仍未见缓和。不过，近期市场传闻A股光伏产业融资明显收紧，若后续得到证实，则可望扭转市场对供给井喷的悲观预期，有机会推动该行上调评级。
该行指出，随着低成本的新产能持续投产，预计明年行业仍将面临激烈的价格竞争，但产能预警机制将防止长期严重产能过剩，待落后产能出清后后年供需关系有望明显改善。
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