信义玻璃(00868.HK)在2024年10月25日盘中大涨9.68%,引发市场关注。从公开消息来看,主要原因与光伏产业链利好预期密切相关。
据报道,近期光伏产业链利好消息频出,包括中国光伏行业协会确定组件最低成本价、国内新增装机容量环比大幅增长等。此外,美国也正考虑部分撤销对中国光伏产品的反补贴税,预计光伏产品关税水平将有所下降。
作为光伏组件主要原材料供应商,信义玻璃预计将从光伏产业链发展势头向好中获益。投资者对公司前景充满乐观预期,加之该股当日成交活跃,主力资金净流入较多,使得股价出现大涨行情。
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