港股异动 | 信义光能(00968)涨近4% 供需错配叠加库存去化 4月玻璃涨价落地
信义光能(00968)涨近4%，截至发稿，涨3.75%，报6.37港元，成交额7239.9万港元。
消息面上，据SMM，截至4月1日，2.0mm光伏玻璃价格为17.5-18.5元/平方米，3.2mm玻璃价格为27.0-27.5元/平方米，主流成交价格分别为18.0、27.0元/平方米，均价较上月分别上涨1.85元/平方米、1.5元/平方米。SMM指出，4月国内玻璃价格拉涨幅度较大，主要由于自3月以来组件排产持续走高，同时4月组件排产仍接近60GW，按照国内当前玻璃供应来看，当月供需平衡转为供不应求，玻璃库存持续去库，且组件企业4月仍有超排产囤货，成交量预计将达到70GW的玻璃需求，供应进一步紧缺。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.
FOLLOWME Trading Community Website: https://www.followme.com
Hot
No comment on record. Start new comment.