信义光能(00968)盘中股价大涨5.10%,报3.300港元,引发市场高度关注。公开资料显示,1月6日港股通南向资金连续第三天大举增持这只股票,当日净买入1042万股,累计增持近1亿股。
近期,光伏玻璃价格经历单边下行后已现供给端减产迹象,供需失衡正在改善。机构指出,全行业均处于亏损面的情况下,测算过剩产能边际退出比例高达26%。随着春节后下游复工需求释放,光伏玻璃库存持续下降,价格拐点可期。
作为全球最大的太阳能光伏玻璃制造商,信义光能预计将受益于光伏玻璃供需改善。此外,南向资金持续大幅增持,也提振了市场对于公司基本面的信心。
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