港股市场今日传来利好消息，光伏板块整体回暖。其中，福莱特玻璃（06865）表现抢眼，盘中大涨7.51%，引发市场广泛关注。
分析人士指出，此次光伏股回暖有多重因素支撑。首先，美国近期宣布对中国光伏产品加征关税，但华创证券认为，这一措施对中国以及东南亚四国的边际影响有限。其次，缅甸发生的7.9级地震可能对我国西部光伏硅片产区造成影响，尤其是云南和宜宾地区，这或将导致部分产能受限。此外，市场对光伏行业供给侧改革的预期正在增强，这也为行业复苏提供了动力。
值得注意的是，福莱特玻璃作为光伏玻璃龙头企业，其股价走势往往反映了整个行业的发展前景。公司最新财报显示，实现营业收入201.75亿港元，净利润10.87亿港元。机构方面，71%的券商给予买入评级，显示出对公司未来发展的信心。随着光伏行业的持续发展和全球能源转型的推进，福莱特玻璃有望继续受益于行业增长。投资者应密切关注行业政策变化和公司后续经营情况。
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