港股概念追踪|多数玻璃企业计划7月开始减产改善供应端光伏玻璃迎来低位修复（附概念股）

智通财经2025-07-10

智通财经APP获悉，近日召开的中央财经委员会第六次会议进一步深化了“反内卷”工作部署，建材行业更多领域加入“反内卷”号召，对行业产能布局规划及产品价格进行调整。上海有色网此前报道称，近日光伏玻璃企业聚集讨论当前供需矛盾，多数玻璃企业计划7月开始减产改善供应端，减产规模预计将达到30%。亚玛顿董秘刘芹回应称，光伏玻璃行业减产的消息属实。据悉，光伏玻璃已连续8周毛利润亏损，光大期货预计下半年行业或迎...

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港股概念追踪|多数玻璃企业计划7月开始减产改善供应端 光伏玻璃迎来低位修复（附概念股）

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港股概念追踪|多数玻璃企业计划7月开始减产改善供应端光伏玻璃迎来低位修复（附概念股）