福莱特玻璃(06865)今日盘中大涨6.34%,引发市场关注。究其原因,与多晶硅需求持续增长有关。
据报道,近期下游硅片企业的排产有上调预期,这将推动对多晶硅的需求量稳步增长。福莱特玻璃作为知名的光伏玻璃制造商,业务发展与多晶硅及整个光伏产业链密切相关,因此也从中获益。市场对于福莱特玻璃未来业绩前景抱有更大期待,从而推动了今日大涨行情。
此外,光伏产品价格维稳回升也利好了整个行业。有消息称,欧洲组件价格近期出现数月来首次上涨,涨幅超20%,反映了终端市场的需求旺盛。整体来看,内外需旺盛、价格企稳回升,都将为福莱特玻璃等光伏上游企业带来积极影响。
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