港股詳情

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福萊特玻璃

8.590

-0.520-5.71%

成交量：678.54萬

成交額：5,907.62萬

市值：201.26億

市盈率：17.97

高：9.100

開：9.100

低：8.520

收：9.110

52周最高：13.860

52周最低：7.650

股本：23.43億

香港流通股本：4.42億

量比：1.61

換手率：1.54%

股息：0.17

股息率：1.99%

每股收益(LYR):0.478

淨資產收益率：4.47%

總資產收益率：2.42%

市淨率：0.79

市盈率(LYR):17.97

市銷率: 1.14

資料載入中...

總覽公司新聞資訊公告

福萊特玻璃盤中異動早盤急速上漲5.00%報11.980港元

每日沽空追蹤 | 福萊特玻璃 02月20日沽空量成交10.7萬股，沽空比例為6.9%

福萊特玻璃02月20日遭主力拋售95.0萬元

福萊特玻璃(06865)：趙長海請辭副總裁職務

福萊特玻璃(06865)擬向福來瑞誠增資2000萬元

港股異動 | 光伏股集體走低銀漿漲價推升組件價格機構稱一季度訂單能見度仍顯不足

Invesco Capital Management LLC增持福萊特玻璃(06865)24.2萬股每股作價約10.99港元

【券商聚焦】中信證券：光伏「反內卷」迎兩大催化

福萊特業績企穩回升，「反內卷」政策下行業供需格局持續改善，作為龍頭將充分受益周期底部反彈

每日沽空追蹤 | 福萊特玻璃 02月10日沽空量成交6.6萬股，沽空比例為1.86%

港股異動 | 電力設備股午後走強，東方電氣升逾8%，哈爾濱電氣升逾4%，億華通、福萊特玻璃等跟漲

老虎资讯综合

【券商聚焦】中信證券：太空光伏需求有望迎來指數級增長

摩根大通增持福萊特玻璃(06865)約152.74萬股每股作價約11.16港元

【券商聚焦】華泰證券：看好2026年風電光伏盈利修復

【券商聚焦】平安證券(香港)指港股震盪走低，科技自立自強為主線

光伏太陽能股回調藍思科技(06613)跌5.08% 工信部王世江：行業深層次的供需錯配尚未解決

港股異動 | 太空光伏概念股集體走低光伏行業協會發聲太空光伏技術仍處於探索和驗證的初期階段

福萊特玻璃(06865)委任張瀟為於香港接收法律程序文件或通知的代理人

每日沽空追蹤 | 福萊特玻璃 02月04日沽空量成交10.1萬股，沽空比例為1.81%

港股異動 | 光伏太陽能股午後普漲，消息稱馬斯克團隊考察中國光伏產業鏈

老虎资讯综合

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16:30","pubTimestamp":1771576236,"startTime":"0","endTime":"0","summary":"福莱特玻璃北京时间02月20日，跌3.14%，卖空量成交10.7万股，较上一交易日减少26.21%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260220163536a4b5e9c7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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福莱特玻璃股价跌3.14%，报收11.41元，成交金额1775.3万元，换手率0.35%，振幅3.40%，量比0.35。福莱特玻璃今日主力资金净流出95.0万元，上一交易日主力净流出230.8万元。该股近5个交易日上涨4.33%，主力资金累计净流出85.4万元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入2084.8万元，其中净流入天数为8日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260220161804a4b5dcc0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260220161804a4b5dcc0&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1594","06865","BK1169","BK1554"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2611518151","title":"福萊特玻璃(06865)：趙長海請辭副總裁職務","url":"https://stock-news.laohu8.com/highlight/detail?id=2611518151","media":"智通财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611518151?lang=zh_tw&edition=fundamental","pubTime":"2026-02-13 20:05","pubTimestamp":1770984327,"startTime":"0","endTime":"0","summary":"智通财经APP讯，福莱特玻璃(06865)公布，董事会近日收到公司副总裁赵长海先生提交的辞职报告。赵长海先生因个人原因，提请辞去公司副总裁职务。赵长海先生辞去上述职务后，仍负责子公司光伏玻璃的生产管理工作。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1405398.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1594","06865","BK1169","BK1554"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2611151332","title":"福萊特玻璃(06865)擬向福來瑞誠增資2000萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=2611151332","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611151332?lang=zh_tw&edition=fundamental","pubTime":"2026-02-13 20:03","pubTimestamp":1770984228,"startTime":"0","endTime":"0","summary":"智通财经APP讯，福莱特玻璃(06865)公布，福来瑞诚是公司投资的一家参股公司，鉴于公司战略发展及业务协同需求，公司与义和投资拟以现金方式向福来瑞诚同比例增资，本次增资总金额为人民币 5,000 万元(对应注册资本人民币 5,000 万元)，其中：公司本次增资人民币 2,000 万元、义和投资增资人民币 3,000 万元，增资后各方持股比例不变，公司持股比例仍为 40%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1405394.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1169","BK1594","BK1554","06865"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2611185580","title":"港股異動 | 光伏股集體走低 銀漿漲價推升組件價格 機構稱一季度訂單能見度仍顯不足","url":"https://stock-news.laohu8.com/highlight/detail?id=2611185580","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611185580?lang=zh_tw&edition=fundamental","pubTime":"2026-02-13 11:14","pubTimestamp":1770952464,"startTime":"0","endTime":"0","summary":"消息面上，近年来，白银价格呈逐步上升趋势。银价上涨直接推高银浆成本，进而传导至电池片与组件环节。华鑫证券分析称，国内市场在手地面项目订单执行量逐步下滑，新签订单能见度有限；海外市场拉货节奏则受到出口退税影响反转增强，预期2026年一季度出货将以海外市场为主体。在季节性需求偏弱的背景下，叠加近期组件涨价的市场氛围，采购态度趋于观望，2026年一季度订单能见度仍显不足。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1405030.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02865","BK1148","BK1554","01799","BK1163","IE00BZ08YS42.EUR","06865","BK1594","BK4588","00968","LU1983299162.USD","IE00BZ08YT58.USD","VXUS","IE00BZ08YR35.GBP","VT","SG9999014674.SGD","BK1169","BK1589","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2610995939","title":"Invesco Capital Management LLC增持福萊特玻璃(06865)24.2萬股 每股作價約10.99港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2610995939","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610995939?lang=zh_tw&edition=fundamental","pubTime":"2026-02-11 19:25","pubTimestamp":1770809138,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新资料显示，2月6日，Invesco Capital Management LLC增持福莱特玻璃(06865)24.2万股，每股作价10.985港元，总金额约为265.84万港元。增持后最新持股数目约为2228.02万股，最新持股比例为5.04%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1404289.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1594","BK1169","BK1554","06865"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2610608071","title":"【券商聚焦】中信證券：光伏「反內卷」迎兩大催化","url":"https://stock-news.laohu8.com/highlight/detail?id=2610608071","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610608071?lang=zh_tw&edition=fundamental","pubTime":"2026-02-11 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中信证券表示，在银价暴涨的背景下，光伏电池组件头部厂商有望加快贱金属浆料替代，带动行业成本梯度分化加剧。随着电池组件厂商成本梯队显著分化，且需求结构向高效产品持续升级，技术和成本落后的中尾部公司或面临加速淘汰。同时，爱旭股份带头打响光伏行业知识产权反内卷第一枪，其与Maxeon达成专利合作，有望成为光伏行业解决专利纠纷、提高行业准入门槛的范本，打响了光伏行业知识产权反内卷的“第一枪”，具备核心技术和专利优势的头部厂商有望脱颖而出。该机构预计光伏电池组件行业“反内卷”有望迎来加速，推荐：1）电池组件龙头，2）浆料核心供应商，3）竞争优势持续提升的HJT电池设备供应商。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974908","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01799","BK1583","LU1064130708.USD","03868","LU1983299162.USD","LU1655091616.SGD","LU0405327148.USD","BK0188","LU0572944931.SGD","LU2148510915.USD","LU2242644610.SGD","LU1255011170.USD","03606","BK1509","00868","IE00BZ08YS42.EUR","06030","LU0051755006.USD","LU0455707207.USD","LU1997245177.USD","00968","01250","LU2495084118.USD","06865","LU0269904917.USD","BK1589","600030","03800","IE0008369823.USD","IE0034224299.USD","BK1594","LU0456827905.SGD","LU1997244956.HKD","LU1328615791.USD","BK1500","IE00BZ08YT58.USD","LU0405327494.USD","LU1720050803.USD","BK1147","BK1169","LU1785774172.SGD","SG9999014674.SGD","BK1521","BK1564","BK0183","LU0502904849.HKD","BK1154","LU1794554557.SGD","IE0008368742.USD","IE00BZ08YR35.GBP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2610601834","title":"福萊特業績企穩回升，「反內卷」政策下行業供需格局持續改善，作為龍頭將充分受益周期底部反彈","url":"https://stock-news.laohu8.com/highlight/detail?id=2610601834","media":"量本价投","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610601834?lang=zh_tw&edition=fundamental","pubTime":"2026-02-11 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.wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211074624a6ec3e8e&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1169","BK1554","06865","BK1594"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2610246496","title":"每日沽空追蹤 | 福萊特玻璃 02月10日沽空量成交6.6萬股，沽空比例為1.86%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610246496","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610246496?lang=zh_tw&edition=fundamental","pubTime":"2026-02-10 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.wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210163548a492bca9&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1594","06865","BK1554","BK1169"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1101849890","title":"港股異動 | 電力設備股午後走強，東方電氣升逾8%，哈爾濱電氣升逾4%，億華通、福萊特玻璃等跟漲","url":"https://stock-news.laohu8.com/highlight/detail?id=1101849890","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1101849890?lang=zh_tw&edition=fundamental","pubTime":"2026-02-10 13:40","pubTimestamp":1770702006,"startTime":"0","endTime":"0","summary":"2月10日，电力设备股午后走强，$东方电气(600875)$涨超8%，$哈尔滨电气(01133)$涨超4%，$上海电气(601727)$涨超2%，$亿华通(688339)$、$福莱特玻璃(06865)$等跟涨","market":"hk","thumbnail":"https://static.tigerbbs.com/ee293fe5629ee0ea9f80cfafff4b2fa4","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ee293fe5629ee0ea9f80cfafff4b2fa4"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"e8c4338698de97725d83a13a893889e1","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0196","BK1546","BK0028","BK0010","01072","BK1594","BK1169","BK0035","BK1171","01133","SG9999001093.SGD","02402","BK0006","688339","VT","VXUS","BK1522","BK0012","BK1205","BK0188","BK0034","BK0224","BK1554","BK4585","600875","BK0136","06865","BK0259","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2610699506","title":"【券商聚焦】中信證券：太空光伏需求有望迎來指數級增長","url":"https://stock-news.laohu8.com/highlight/detail?id=2610699506","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610699506?lang=zh_tw&edition=fundamental","pubTime":"2026-02-09 08:20","pubTimestamp":1770596455,"startTime":"0","endTime":"0","summary":"该机构测算，在保守情景下，2030年全球太空光伏需求量和市场空间或分别达1GW和800亿元以上；在乐观情景下，2030年全球太空光伏需求和市场空间或分别达70GW和近3万亿元。该机构预计，未来5年，太空P型HJT和钙钛矿电池市场成长空间或达百倍、甚至千倍以上。此外，太空光伏设备或具备明显通胀效应，价值量或将实现跃迁式提升。","market":"us","thumbnail":"https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974735","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03868","LU2242644610.SGD","LU1794554557.SGD","SG9999014674.SGD","06865","00968","BK0012","BK0183","BK1144","BK1521","BK1147","BK1105","LU0455707207.USD","BK1516","BK1500","IE00B031HY20.USD","BK1564","IE0034224299.USD","LU1997245094.SGD","LU2289578879.USD","LU1983299162.USD","LU1720050803.USD","LU0405327494.USD","600030","LU0269904917.USD","LU1997244956.HKD","IE00BZ08YR35.GBP","03800","LU0051755006.USD","BK1610","BK0276","BK1148","03606","LU2495084118.USD","LU1064130708.USD","LU1785774172.SGD","01250","BK0196","LU0828238088.HKD","LU1064131003.USD","BK0028","BK1169","06030","BK1154","IE0008368742.USD","IE00BZ08YT58.USD","01799","BK1509","BK1583","00868"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2609141596","title":"摩根大通增持福萊特玻璃(06865)約152.74萬股 每股作價約11.16港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2609141596","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609141596?lang=zh_tw&edition=fundamental","pubTime":"2026-02-06 21:04","pubTimestamp":1770383056,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新资料显示，2月3日，摩根大通增持福莱特玻璃(06865)152.7366万股，每股作价11.1598港元，总金额约为1704.51万港元。增持后最新持股数目约为6306.62万股，最新持股比例为14.27%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1402765.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"摩根大通增持福莱特玻璃(06865)约152.74万股 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华泰证券表示，近期风电光伏公司陆续完成2025年业绩预告披露，从预期业绩来看，四季度风机受制于国内低价陆风项目集中交付，盈利能力或有所承压，光伏企业亏损普遍加大，主要系银价大幅上涨导致电池组件成本上升。展望2026年，该机构重申风电光伏板块盈利修复趋势：1）风机订单价格自24Q4以来持续回暖，考虑到前期低价订单交付步入尾声，涨价订单逐步交付支撑盈利修复。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974662","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0054450605.USD","LU2148510915.USD","LU1064130708.USD","00916","LU1064131003.USD","LU1934453819.USD","01250","01799","BK0276","00968","00182","LU0871576103.HKD","02208","LU1655091616.SGD","03800","BK1166","00956","01072","03606","LU0502904849.HKD","01798","LU0214875030.USD","HK0000252152.HKD","06865","IE00BZ08YR35.GBP","BK1554","00868","LU1328615791.USD","BK1513","IE00BZ08YS42.EUR","BK1154","LU0456827905.SGD","IE00BZ08YT58.USD","IE0008368742.USD","BK1503","BK1105","00527","BK1148","BK1169","LU1580142542.USD","03868","BK1509","LU0531970944.HKD","LU0972618739.USD","BK1205","LU0269904917.USD","BK0012","LU0455707207.USD","601688","BK1558"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2609586465","title":"【券商聚焦】平安證券(香港)指港股震盪走低，科技自立自強為主線","url":"https://stock-news.laohu8.com/highlight/detail?id=2609586465","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609586465?lang=zh_tw&edition=fundamental","pubTime":"2026-02-05 19:02","pubTimestamp":1770289377,"startTime":"0","endTime":"0","summary":"金吾财讯|平安证券(香港)发布研报指，前一交易日恒指收报23831点，跌0.61%；国指跌0.49%至9656点，大市成交缩至827.99亿港元。黄金股逆市走强，本地地产、软件及5G板块跌幅居前。美股方面，道指涨0.53%，纳指跌1.51%，AMD重挫17%。报告强调科技自立自强及AI应用仍是未来港股核心主线，建议关注人工智能、半导体、工业软件等新质生产力板块。药明生物与福泰制药达成授权协议，英诺赛科产品完成谷歌AI硬件平台设计导入。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205192103a6d6fb56&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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藍思科技(06613)跌5.08% 工信部王世江：行業深層次的供需錯配尚未解決","url":"https://stock-news.laohu8.com/highlight/detail?id=2609864346","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609864346?lang=zh_tw&edition=fundamental","pubTime":"2026-02-05 10:15","pubTimestamp":1770257716,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光伏太阳能股集体回调，蓝思科技(06613)跌5.08%，信义光能(00968)跌5.07%，福莱特玻璃(06865)跌3.88%，信义玻璃(00868)跌3.42%，信义能源(03868)跌2.44%，新特能源(01799)跌2.30%，协鑫新能源(00451)跌1.46%。工业和信息化部电子信息司副司长王世江在中国光伏行业协会主办的光伏行业2025年发展回顾与2026年形势展望研讨会上表示，治理行业内卷将是今年工作的重中之重。据王世江介绍，行业当前正处于新一轮深度调整期，行业深层次的供需错配尚未解决，企业的经营依然面临较大挑战。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/NDE0ZmVkNmQ0OWQ1YWQ5ZWU5ODBlOTBjYzlmMjcxMzI0MDU1NzE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NDE0ZmVkNmQ0OWQ1YWQ5ZWU5ODBlOTBjYzlmMjcxMzI0MDU1NzE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974613","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1064131003.USD","BK0201","SG9999014674.SGD","00968","00451","BK0271","000591","BK0076","BK1554","BK1170","BK1583","BK0196","BK1594","IE00BZ08YR35.GBP","06613","BK0132","03868","BK1500","SGXZ49509284.SGD","BK1105","SGXZ81163826.USD","BK1148","BK0054","300433","LU1979443071.USD","IE00BZ08YT58.USD","BK1169","LU1934453819.USD","01799","BK0064","BK0214","BK1154","LU2148510915.USD","LU1064130708.USD","BK1589","IE00BZ08YS42.EUR","LU1983299162.USD","BK0028","BK0072","00868","06865"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2609345536","title":"港股異動 | 太空光伏概念股集體走低 光伏行業協會發聲 太空光伏技術仍處於探索和驗證的初期階段","url":"https://stock-news.laohu8.com/highlight/detail?id=2609345536","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609345536?lang=zh_tw&edition=fundamental","pubTime":"2026-02-05 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16:39","pubTimestamp":1770194395,"startTime":"0","endTime":"0","summary":"智通财经APP讯，福莱特玻璃(06865)公布，黄慧玲女士已辞任公司根据《公司条例》(香港法例第622章)第16部及《香港联合交易所有限公司证券上市规则》第19A.13(2)条所规定代表公司于香港接收法律程序文件或通知的代理人，张潇女士代替黄慧玲女士已获委任为公司于香港接收法律程序文件或通知的代理人，自2026年2月4日起生效。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1401554.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["06865","BK1594","BK1554","BK1169"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2609670394","title":"每日沽空追蹤 | 福萊特玻璃 02月04日沽空量成交10.1萬股，沽空比例為1.81%","url":"https://stock-news.laohu8.com/highlight/detail?id=2609670394","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609670394?lang=zh_tw&edition=fundamental","pubTime":"2026-02-04 16:30","pubTimestamp":1770193837,"startTime":"0","endTime":"0","summary":"福莱特玻璃北京时间02月04日，涨1.25%，卖空量成交10.1万股，较上一交易日减少72.7%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204163826a6d20677&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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13:17","pubTimestamp":1770182227,"startTime":"0","endTime":"0","summary":"已有厂商签单。","market":"hk","thumbnail":"https://static.tigerbbs.com/f7b6b214afa49aa22c0127c400dcdf55","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f7b6b214afa49aa22c0127c400dcdf55"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"9a93afba3df83790eeb050081600dc3b","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01108","03800","06865","00968","00868"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":3,"totalSize":200,"code":"91000000","status":"200"}]}}