信义玻璃(00868)今日盘中大涨7.04%,引发市场关注。分析人士指出,这可能与光伏玻璃行业供需关系改善、加速产能出清预期有关。
消息人士透露,光伏玻璃行业近期出现供需失衡,库存天数处于历史高位。部分玻璃企业通过减产等方式主动压减供给,供给量减少有望推动供需关系修复。
另外,多家机构认为,光伏玻璃行业2025年上半年有望出现产能退出,是产能出清的有效信号。作为行业领先企业,信义玻璃凭借现金储备、渠道品牌优势,有望较好地穿越行业周期。市场对其长期前景抱有信心,或是股价大涨的主因。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.