光伏玻璃制造商凯盛新能(01108)今日盘中股价大跌7.86%,报4.38港元,引发市场关注。从公开资料来看,近期光伏玻璃行业面临多重压力,或是导致凯盛新能股价大幅下挫的主因。
一方面,据报道光伏行业协会召开座谈会,主题聚焦防止行业内卷式恶性竞争和化解产能过剩问题。这意味着行业产能可能过剩,竞争加剧,对玻璃企业的盈利能力构成压力。
另一方面,知名机构大和最新研报显示,下半年光伏玻璃价格累计下跌近15%,行业龙头福莱特玻璃的投资评级也被下调至"跑输大市",反映出机构对光伏玻璃行业前景的担忧。
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