智通财经APP获悉，光伏玻璃股今日普跌，截至发稿，信义光能(00968)跌4.88%，报3.51港元；凯盛新能(01108)跌4.37%，报4.38港元；福莱特玻璃(06865)跌1.62%，报10.96港元。
消息面上，据媒体报道，光伏行业协会于今日9点在沪召开防止行业内卷式恶性竞争座谈会，主题仍是化解出清过剩产能。据悉，隆基绿能公司有参加该座谈会，但目前还没有具体消息。公司投资者关系部门相关人士表示，行业目前的排产是根据市场供需关系去调整的，没有哪一方要求减产。
此外，大和近日发布研报称，3.2毫米及2毫米经处理光伏玻璃价格下半年累跌14.3%至19.4%，当中计入24.3%至35.9%增值税按年下调，且未见反弹。福莱特目前经营产能较去年底跌1%至每日2.04万吨。基于平均售价及销量的疲弱基本面，预期公司下半年盈利收缩。大和对福莱特玻璃投资评级由“持有”降至“跑输大市”，目标价由12元降至11.2元。
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