港股异动 | 光伏股集体回落光伏玻璃行业库存天数已超50天企业报价持续下探

智通财经04-22 14:09

智通财经APP获悉，光伏股集体回落，截至发稿，钧达股份(02865)跌4.63%，报32.52港元；信义光能(00968)跌4.4%，报3.04港元；信义玻璃(00868)跌2.54%，报9.6港元；福莱特玻璃(06865)跌1.28%，报10.04港元。

消息面上，当前，光伏玻璃市场延续低位运行态势。隆众资讯最新数据显示，截至4月16日，光伏玻璃行业库存天数已飙升至51.90天，环比再增4.79%，库存总量达285.59万吨。在产能利用率仅64%的背景下，2.0mm与3.2mm产品周度净利分别深陷-592元/吨与-500元/吨的亏损泥潭。

中金发表报告指，近日多部门重申光伏行业反内卷，光伏玻璃板块反应较大的原因是市场上存在为保证现金流周转，报超低价的企业。根据卓创数据，目前2.0mm玻璃报价9.2-9.8元/平方米，中枢持续向下，有部分企业报价下探至9元/平方米。若依据会议要求对价格执法、对质量监管，将会有效果保障遵守市场规则的企业的权益。

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