港股异动 | 凯盛新能(01108)再涨超5% 合肥新能源与国际工程订立包投产及培训服务合同
凯盛新能(01108)再涨超5%，截至发稿，涨5.50%，报4.22港元，成交额565万港元。
消息面上，凯盛新能发布公告，于2023年12月27日，公司的全资附属公司合肥新能源与国际工程订立包投产及培训服务合同，合肥新能源将向国际工程新建的超白压延玻璃项目提供试生产期内的包投产服务、现场培训及合同工厂业主的学员在中国的生产培训。
据悉，超白压延玻璃项目包括(1)土耳其DUZCECAM项目、(2)印度GOLDPLUS项目及(3)土耳其EUROPEN项目。由此，3间合同工厂的其中两间位于土耳其，另外一间位于印度。全部均为300t/d超白压延玻璃工厂。
华泰证券指出，光伏玻璃行业今年以来股价调整较为充分，中长期供需均衡发展的前景日趋明朗，左侧配置的性价比提升。
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