异动解读｜信义光能盘中下跌5.29%，光伏行业供需失衡叠加机构下调目标价持续承压

行情直击06-24

6月24日，信义光能盘中下跌5.29%，报1.97港元/股，成交额5240.18万港元，连续多日走弱。

消息面上，光伏行业供需失衡问题持续凸显，全球各环节产能已突破1000GW，5月组件开工率仅约35%，行业供需比接近2倍。花旗近日将信义光能目标价由3.7港元大幅下调35.1%至2.4港元，维持"中性"评级，指出年初至今2.0毫米光伏玻璃产品价格大幅下跌18.2%至每平方米9元人民币，预计公司本财年将转向亏损。6月中国组件月产量预计同比下降18.4%至37.8GW，市场仍处于供过于求状态，光伏板块持续承压，同行业福莱特玻璃盘中亦跌近5%。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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