港股异动 | 福莱特玻璃(06865)跌超6%领跌光伏玻璃股 组件厂近期砍单叠加持续累库 光玻价格或承压

Changes in Hong Kong stocks | Follett Glass (06865) fell more than 6%, leading the decline, and PV glass module manufacturers recently slashed orders and continued to accumulate orders, and the price of optical glass may be under pressure

Zhitong Finance ·  10/25/2023 14:51

Zhitong Financial App learned that photovoltaic glass stocks have collectively declined. As of press release, Follett Glass (06865) fell 6.32% to HK$15.12; Xinyi Solar (00968) fell 4.37% to HK$4.81; and Xinyi Glass (00868) fell 0.87% to HK$9.09.

Eastern Stock Futures said that since late October, module manufacturers have generally cut orders for photovoltaic glass, and demand for photovoltaic glass has declined sharply. Furthermore, the supply of photovoltaic glass continues to be high, and the inventory of photovoltaic glass manufacturers accumulated a large month-on-month last week. Under continuous cumulative inventory pressure, some photovoltaic glass manufacturers may make certain concessions in terms of price in order to stimulate shipments, and there is a risk that the price of photovoltaic glass will continue to decline in the short term.

CBI, on the other hand, pointed out that as low-cost new production capacity continues to be put into production, it is expected that the industry will still face fierce price competition next year, but the capacity warning mechanism will prevent serious long-term overcapacity, and the relationship between supply and demand is expected to improve markedly after backward production capacity is cleared.

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