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港股异动 | 福莱特玻璃(06865)涨超6%领涨光伏股 光伏板块有望受益于整体市场氛围好转

Changes in Hong Kong stocks | Follett Glass (06865) rose more than 6%, leading photovoltaic stocks, and the photovoltaic sector is expected to benefit from the improvement in the overall market atmosphere

Zhitong Finance ·  11/06/2023 10:20

PV stocks continued to rise. As of press release, Follett Glass (06865) rose 4.35% to HK$15.82; Xinyi Solar (00968) rose 3.47% to HK$5.07; and GCL Technology (03800) rose 2.54% to HK$1.21.

The Zhitong Finance App learned that PV stocks continued to rise. As of press release, Follett Glass (06865) rose 4.35% to HK$15.82; Xinyi Solar (00968) rose 3.47% to HK$5.07; GCL (03800) rose 2.54% to HK$1.21; Xinyi Glass (00868) rose 2.15% to HK$9.48; Kaisheng Xinneng (01108) rose 1.54% to HK$3.96.

Guojin Securities said that the photovoltaic industry is showing an increasingly obvious supply-side improvement trend recently. Events such as the gradual emergence of price dynamics/profit inflection points in the industrial chain, the sharp decline in Q3 institutional holdings, and the Q3 performance of leading companies exceeding expectations to verify alpha ability are expected to drive the sector market to completely establish a solid base and continue to rebound.

Zhongyuan Securities pointed out that there has been a huge decline in the secondary market of the photovoltaic sector, and the market has fully interpreted the expectations of overcapacity and the future growth rate of the industry to slow down. Domestic economic data have improved, and the negative impact on the market at the macro level is expected to improve. The photovoltaic sector is expected to benefit from an improvement in the overall market climate, but in the medium term it still depends on improvements in fundamentals in all sectors.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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