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報道指內地光伏玻璃或正醞釀新一輪聯合減產 玻璃期貨主力合約漲6%
市場憧憬內地光伏玻璃減產,光伏相關股福萊特玻璃(06865.HK)漲11.6%報9.84元,信義光能(00968.HK)及新特能源(01799.HK)各升7.6%及8.8%%,信義玻璃(00868.HK)走高5.8%。 內媒報道,玻璃期貨主力合約上漲6%,報每噸1.048元人民幣。據《上海有色網》瞭解,爲破除「內卷式」競爭,近日國內龍頭光伏玻璃企業計劃自7月開始集體減產30%。《財聯社》報道,國聯民生證券機械設備團隊認爲,當前產業鏈各環節價格已處於歷史低位,行業在出清進程中,疊加光伏政策正在從供給端、需求端雙向發力,2025年行業有望迎來供需改善。 國內龍頭光伏玻璃企業計劃自7月開始集體減產30%,此外部分玻璃企業堵口計劃開始增多,預計後續國內光伏玻璃供應量將快速下滑,國內供需失衡的狀況將獲得改善,預計7月國內玻璃產量將下降至45GW左右。 2024年光伏設備板塊短期景氣度築底,主要系產能過剩帶來的行業壓力。根據國家能源局數據,2025年5月國內光伏新增裝機92.9GW,按年增加388.0%,按月增加105.5%。國內1-5月累積新增光伏裝機197.85GW,按年增加150.0%。 多家光伏玻璃生產企業人士表示,尚不能確定具體減產比例安排。福萊特(601865.SH)證券部工作人員稱,目前公司生產經營正常。每家企業生產經營情況不同,去年下半年起已經開始對一些老舊窯爐進行檢修,會持續調整公司在生產端的情況。不過,也有企業人士稱,當前產能持續出清趨勢不變,但量值難以達到30%水平,預計在15%至20%之間。
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