港股市场今日传来利好消息，福莱特玻璃（06865.HK）股价表现抢眼，盘中大涨7.51%。这一涨幅不仅引起了投资者的关注，也反映出光伏行业整体回暖的趋势。
据市场分析，福莱特玻璃股价上涨的主要原因包括：首先，光伏股整体回暖，多只相关个股今日均有不同程度上涨。其次，美国最新加征的关税对中国光伏行业的影响有限，华创证券指出，相比之下，美国重启对东南亚四国的双反调查可能产生更大影响。此外，行业供给侧改革预期增强，有望推动光伏行业逐步复苏。
值得注意的是，近期缅甸发生的7.9级地震可能对中国西部光伏硅片产区造成影响，尤其是云南和宜宾地区。这一事件可能导致部分产能受限，进而影响市场供需平衡。市场普遍认为，这些因素共同推动了福莱特玻璃等光伏股的上涨。随着光伏行业的持续发展和政策环境的改善，投资者对该行业的前景保持乐观态度。
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