智通财经APP获悉,福莱特玻璃(06865)早盘涨近9%,截至发稿,涨6.16%,报13.44港元,成交额1.17亿港元。
消息面上,福莱特发布公告,截至本公告披露日,公司本次股份回购计划已达到回购资金总额下限,且未超过回购资金总额上限,本次股份回购计划实施完毕。公司通过集中竞价交易方式累计回购公司股份1330.84万股,占公司股份总数的比例为0.57%,交易总金额约人民币3亿元。
华创证券指出,3月后抢装叠加旺季需求共振,各环节排产有望环比明显改善,据SMM预计,3月组件排产将超50GW。光伏玻璃库存预计将进一步去化,新单价格存在上涨预期,有望带动盈利修复。东证期货指出,上周光伏玻璃行业供需差进一步缩小,带动光伏玻璃厂家开始陆续计划恢复堵窑口的量,为光伏玻璃新月价格提涨提供了一定支撑。
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