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港股光伏股延续跌势
Mei Ri Jing Ji Xin Wen· 2025-10-17 02:30
Group 1 - The Hong Kong solar stocks continue to decline, with Fuyao Glass (03606.HK) down 4.89% to HKD 68.1 [1] - Xinte Energy (01799.HK) decreased by 4.64%, trading at HKD 7.81 [1] - Xinyi Solar (00968.HK) fell 3.8%, currently priced at HKD 3.54 [1] - Flat Glass Group (06865.HK) dropped 2.77%, with a price of HKD 11.23 [1]
光伏股延续跌势 多晶硅收储平台已成立传闻不实 后续新增装机需求仍待观察
Zhi Tong Cai Jing· 2025-10-17 02:25
Core Viewpoint - The photovoltaic sector continues to experience a downward trend in stock prices, with significant declines observed in major companies such as Fuyao Glass, Xinte Energy, and Xinyi Solar, amidst concerns over the industry's performance and recent rumors regarding polysilicon storage plans [1] Industry Summary - The photovoltaic industry is currently facing challenges, with a notable decline in monthly new installations for three consecutive months following a surge earlier in the year. In August, the new installations amounted to 7.36 GW, representing a year-on-year decrease of 55.29% and a month-on-month decrease of 33.33% [1] - The profitability of photovoltaic companies in the future will largely depend on the pace of capacity clearance and the demand for photovoltaic installations after the marketization of on-grid electricity prices, as indicated by Guosen Securities [1] Company Summary - Fuyao Glass (03606) saw a stock price drop of 4.89%, closing at 68.1 HKD - Xinte Energy (01799) experienced a decline of 4.64%, with a closing price of 7.81 HKD - Xinyi Solar (00968) fell by 3.8%, ending at 3.54 HKD - Flat Glass Group (06865) decreased by 2.77%, closing at 11.23 HKD [1]
港股异动 | 光伏股延续跌势 多晶硅收储平台已成立传闻不实 后续新增装机需求仍待观察
智通财经网· 2025-10-17 02:24
Core Viewpoint - The photovoltaic sector continues to experience a downward trend, with significant declines in stock prices for major companies, amidst concerns regarding the industry's polysilicon storage plans and a drop in new installations [1] Group 1: Stock Performance - Fuyao Glass (03606) decreased by 4.89%, trading at HKD 68.1 [1] - Xinte Energy (01799) fell by 4.64%, trading at HKD 7.81 [1] - Xinyi Solar (00968) dropped by 3.8%, trading at HKD 3.54 [1] - Flat Glass Group (06865) declined by 2.77%, trading at HKD 11.23 [1] Group 2: Industry Developments - Recent rumors about the establishment of a polysilicon storage platform have been confirmed as false by industry authorities [1] - The photovoltaic association clarified that the "three-day meeting" rumor was related to a monthly meeting [1] Group 3: Installation Trends - After the "531 rush" earlier this year, the monthly new installation capacity in China has declined for three consecutive months [1] - In August, the new installation capacity was 7.36 GW, representing a year-on-year decrease of 55.29% and a month-on-month decrease of 33.33% [1] - Guosen Securities indicated that the profitability of photovoltaic companies will largely depend on the pace of capacity clearance and the market-driven pricing of grid-connected electricity [1]
福莱特玻璃(06865.HK)遭摩根大通减持141.9万股
Ge Long Hui· 2025-10-15 23:20
| 表格序號 | 大股東/董事/最高行政人員名稱作出披露的 買入 / 費出或涉及的 每股的平均價 | | | | | 持有權益的股份數目 佔已發行的 有關事件的目期 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 息内 | 股份數目 | | 酒参国上班 ** | | 有投票權股 (日 / 月 / 年) | | | | | | | | | 份自分同 | | | | | | | | | 196 | | CS20251015E00373 | 1.419.000(L) JPMorgan Chase & Co. | 1201(L) | | | HKD 11.7564 | 56.670.871(L) | 12.82(L) 10/10/2025 | | | | 15015(S) | | 1,616,000(S) | | 8.470.408(S) | 1.91(S) | | | | | | | | 4.735.066(P) | 1.07(P) | 格隆汇10月16日丨根据联交所最新权益披露资料显示,2025年10月10日,福莱特玻璃(06865.HK)遭 ...
摩根大通减持福莱特玻璃141.9万股 每股作价约11.76港元
Zhi Tong Cai Jing· 2025-10-15 11:14
香港联交所最新资料显示,10月10日,摩根大通减持福莱特(601865)玻璃(06865)141.9万股,每股作 价11.7564港元,总金额约为1668.23万港元。减持后最新持股数目约为5667.09万股,最新持股比例为 12.82%。 ...
摩根大通减持福莱特玻璃(06865)141.9万股 每股作价约11.76港元
智通财经网· 2025-10-15 11:14
智通财经APP获悉,香港联交所最新资料显示,10月10日,摩根大通减持福莱特玻璃(06865)141.9万 股,每股作价11.7564港元,总金额约为1668.23万港元。减持后最新持股数目约为5667.09万股,最新持 股比例为12.82%。 ...
福莱特(601865) - 福莱特H股公告(董事會會議日期)
2025-10-15 09:45
香港交易及結算有限公司和香港證券交易有限公司不對本公告的內容負責,不對本公告的準確性 或完整性做任何聲明,也明確不對依賴本公告全部或任何部分內容而產生任何損失負擔任何責 任。 福萊特玻璃集團股份有限公司 阮洪良 董事長 福萊特玻璃集團股份有限公司 Flat Glass Group Co., Ltd. (於中華人民共和國註冊成立的股份有限公司) (股份代號:6865) 董事會會議日期 福萊特玻璃集團股份有限公司(簡稱「公司」)董事會(簡稱「董事會」),特此宣佈董事會會議將在二零 二五年十月二十七日(星期一)舉行,藉以(其中包括)考慮並商討批准公司及其下屬公司截至二零二 五年九月三十日止九個月的未經審計的第三季度業績。 承董事會命 中國浙江省嘉興市 二零二五年十月十五日 在此公告之日起,公司的執行董事為阮洪良先生、姜瑾華女士、阮澤雲女士、魏葉忠先生和 沈其甫先生,公司的獨立非執行董事為徐攀女士、杜健女士和吳幼娟女士。 ...
福莱特玻璃(06865.HK)拟10月27日举行董事会会议审批季度业绩
Ge Long Hui· 2025-10-15 08:50
Core Viewpoint - Fuyao Glass Industry Group Co., Ltd. (06865.HK) announced that its board meeting will be held on October 27, 2025, to consider and discuss the approval of the unaudited third-quarter results for the nine months ending September 30, 2025 [1] Summary by Category - **Company Announcement** - The board meeting is scheduled for October 27, 2025 [1] - The meeting will focus on the approval of the unaudited third-quarter performance for the nine months ending September 30, 2025 [1]
福莱特玻璃(06865) - 董事会会议日期
2025-10-15 08:35
董事會會議日期 福萊特玻璃集團股份有限公司(簡稱「公司」)董事會(簡稱「董事會」),特此宣佈董事會會議將在二零 二五年十月二十七日(星期一)舉行,藉以(其中包括)考慮並商討批准公司及其下屬公司截至二零二 五年九月三十日止九個月的未經審計的第三季度業績。 承董事會命 香港交易及結算有限公司和香港證券交易有限公司不對本公告的內容負責,不對本公告的準確性 或完整性做任何聲明,也明確不對依賴本公告全部或任何部分內容而產生任何損失負擔任何責 任。 福萊特玻璃集團股份有限公司 Flat Glass Group Co., Ltd. (於中華人民共和國註冊成立的股份有限公司) (股份代號:6865) 在此公告之日起,公司的執行董事為阮洪良先生、姜瑾華女士、阮澤雲女士、魏葉忠先生和 沈其甫先生,公司的獨立非執行董事為徐攀女士、杜健女士和吳幼娟女士。 福萊特玻璃集團股份有限公司 阮洪良 董事長 中國浙江省嘉興市 二零二五年十月十五日 ...
福莱特股价涨5.06%,大成基金旗下1只基金重仓,持有36.18万股浮盈赚取31.48万元
Xin Lang Cai Jing· 2025-10-15 02:53
Group 1 - The core viewpoint of the news is the performance and market position of Fuyao Glass, which saw a stock price increase of 5.06% to 18.08 CNY per share, with a total market capitalization of 42.36 billion CNY [1] - Fuyao Glass Group Co., Ltd. specializes in the research, production, and sales of photovoltaic glass, float glass, engineering glass, and household glass, with photovoltaic glass accounting for 89.76% of its main business revenue [1] - The company is located in Jiaxing, Zhejiang Province, and was established on June 24, 1998, with its listing date on February 15, 2019 [1] Group 2 - From the perspective of major fund holdings, Dachen Fund has a significant position in Fuyao Glass, with its Dachen Shengshi Selected Flexible Allocation Mixed A Fund holding 361,800 shares, representing 5.43% of the fund's net value [2] - The Dachen Shengshi Selected Flexible Allocation Mixed A Fund has achieved a year-to-date return of 21.76% and a one-year return of 20.44%, ranking 3846 out of 8161 and 3787 out of 8015 in its category, respectively [2] - The fund manager, Zhao Peng, has been in charge for 2 years and 74 days, with the best fund return during his tenure being 39.75% [3]