福耀玻璃在今日的交易中出现了强劲的上涨表现,盘中股价一度大涨5.06%,引发了市场的广泛关注。
分析人士认为,这与光伏产业链上游环节价格上涨存在密切关系。近期,硅片价格出现了明显上涨,多种规格的单晶硅片成交均价上涨幅度都超过7%。这表明光伏行业供需矛盾依旧存在,在下游采购热情高涨的情况下,硅片库存消纳速度加快,价格因而出现了较大幅度的上调。
作为光伏玻璃的龙头企业,福耀玻璃的产品销售状况与上游硅片价格走势密切相关。硅片价格的上涨有望提振整个产业链的景气程度,预计将带动资金流向光伏相关上市公司,从而推动福耀玻璃等公司的股价出现一定程度的上涨。但机构人士同时指出,后续光伏行业的价格走势仍需进一步观察。
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