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摩根大通增持福莱特玻璃149.5万股 每股作价约12.45港元
Zhi Tong Cai Jing· 2025-10-14 11:10
香港联交所最新资料显示,10月9日,摩根大通增持福莱特(601865)玻璃(06865)149.5万股,每股作价 12.4457港元,总金额约为1860.63万港元。增持后最新持股数目约为5808.99万股,最新持股比例为 13.15%。 ...
摩根大通增持福莱特玻璃(06865)149.5万股 每股作价约12.45港元
智通财经网· 2025-10-14 11:09
智通财经APP获悉,香港联交所最新资料显示,10月9日,摩根大通增持福莱特玻璃(06865)149.5万股, 每股作价12.4457港元,总金额约为1860.63万港元。增持后最新持股数目约为5808.99万股,最新持股比 例为13.15%。 ...
福莱特股价涨5.16%,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· 2025-10-14 02:05
资料显示,福莱特玻璃集团股份有限公司位于浙江省嘉兴市秀洲区运河路1999号,成立日期1998年6月 24日,上市日期2019年2月15日,公司主营业务涉及光伏玻璃、浮法玻璃、工程玻璃和家居玻璃的研 发、生产和销售,以及玻璃用石英矿的开采和销售和EPC光伏电站工程建设。主营业务收入构成为:光 伏玻璃89.76%,发电收入3.16%,工程玻璃3.14%,其他(补充)1.98%,家居玻璃1.58%,浮法玻璃 0.36%,采矿产品0.01%。 从基金十大重仓股角度 10月14日,福莱特涨5.16%,截至发稿,报17.74元/股,成交1.29亿元,换手率0.39%,总市值415.63亿 元。 大成盛世精选灵活配置混合A(002945)基金经理为赵蓬。 截至发稿,赵蓬累计任职时间2年73天,现任基金资产总规模12.83亿元,任职期间最佳基金回报 41.13%, 任职期间最差基金回报19%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 数据显示,大成基金旗下1只 ...
港股光伏、风电板块震荡走强,金风科技涨超10%
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-14 01:52
南方财经10月14日电,港股光伏、风电板块震荡走强,金风科技涨超10%,福莱特玻璃涨超7%,新特 能源涨超5%,中广核新能源、龙源电力跟涨。 ...
光伏股集体走低 抢装潮落幕后装机连续创新低 市场关注产能出清节奏与后续装机需求
Zhi Tong Cai Jing· 2025-10-13 03:22
南华期货(603093)则表示,多晶硅方面,从时间维度看,当前市场已经反应完9月份光伏收储平台未 落地的现状,但市场又传言10月中旬光伏收储平台落地,需重点关注光伏会议以及市场情况。其次,随 着11月份的临近,市场将逐渐进入广期所规定的11月份多晶硅仓单集中注销周期,若届时多头缺乏承接 意愿,PS2511合约可能面临较大平仓压力。 光伏股集体走低,截至发稿,福莱特(601865)玻璃(06865)跌7.24%,报10.76港元;信义光能(00968) 跌6.13%,报3.37港元;信义玻璃(00868)跌5.38%,报8.61港元;新特能源(01799)跌4.18%,报7.8港元。 消息面上,年初"136号文"出台引发"抢装潮",光伏新增装机同比翻倍,行业对全年装机预期有所增 高。但"抢装潮"在5月末落幕,6月、7月、8月装机持续创下新低,环比降幅也在不断扩大。国信证券表 示,后续光伏企业盈利情况主要取决于产能出清节奏与上网电价市场化后的光伏装机需求。 ...
202509光伏行业月度报告:8月光伏新增装机同比下降55.3%,组件、逆变器出口同比增长-20251010
Shanxi Securities· 2025-10-10 05:59
Investment Rating - The report maintains a "Market Perform" rating for the solar industry [1] Core Insights - The solar industry has experienced a significant decline in new installations, with August 2025 showing a 55.3% year-on-year decrease, totaling 7.4 GW. However, cumulative installations from January to August 2025 reached 230.61 GW, reflecting a 64.7% increase year-on-year [3][12] - Solar module exports in August 2025 amounted to 20.4% year-on-year growth, with a total export value of 20.95 billion yuan, and a month-on-month increase of 31.9%. Cumulatively, from January to August 2025, exports totaled 132.21 billion yuan, down 18.0% year-on-year [3][14] - Inverter exports also showed a year-on-year increase of 2.2% in August 2025, with a total export value of 6.29 billion yuan, despite a month-on-month decline of 3.4%. Cumulative inverter exports from January to August 2025 reached 43.4 billion yuan, up 8.0% year-on-year [4][22] - Solar power generation in August 2025 increased by 15.9% year-on-year, contributing to 5.75% of the total national power generation, which was 936.3 billion kWh, reflecting a 1.6% year-on-year increase [5][35] Summary by Sections New Installations - In August 2025, new solar installations in China were 7.4 GW, down 55.3% year-on-year and 33.3% month-on-month. Cumulative installations from January to August reached 230.61 GW, up 64.7% year-on-year [3][12] Exports - Solar module exports in August 2025 were valued at 20.95 billion yuan, showing a year-on-year increase of 20.4% and a month-on-month increase of 31.9%. Cumulative exports from January to August totaled 132.21 billion yuan, down 18.0% year-on-year [3][14] - Inverter exports in August 2025 were valued at 6.29 billion yuan, with a year-on-year increase of 2.2% and a month-on-month decrease of 3.4%. Cumulative inverter exports from January to August reached 43.4 billion yuan, up 8.0% year-on-year [4][22] Power Generation - Solar power generation in August 2025 was 53.82 billion kWh, reflecting a year-on-year increase of 15.9% and accounting for 5.75% of the total national power generation [5][35] Investment Recommendations - Key recommendations include companies focused on new technologies such as Aikang Co. and Longi Green Energy, supply-side companies like Daqo New Energy and Flat Glass Group, and companies with overseas layouts such as Bowei Alloy and Hengdian East Magnet. Additionally, companies in energy storage like Sungrow Power Supply and Deye Technology are highlighted [40]
电新行业观点更新
2025-10-09 14:47
Summary of Key Points from Conference Call Records Industry Overview Energy Storage Industry - **Price Increase**: In September, the price of energy storage cells rose significantly, with the last week of September seeing prices reach 0.26-0.295 RMB per watt-hour, a 4% increase from the lowest price in the third week [1][3][6]. - **Market Growth Forecast**: The global energy storage market is expected to grow at a compound annual growth rate (CAGR) of 30%-40% over the next 3 to 5 years, driven by domestic policies and easing trade tensions between China and the U.S. [1][7][8]. - **Key Projects**: Companies like Aters signed a 2.1 GWh energy storage project expected to start in Q1 2026 and go live in H1 2027. Sungrow Power has submitted a Hong Kong IPO application, which is anticipated to attract funding and foreign investment [1][3][6]. - **Lithium Battery Market**: The lithium battery market is benefiting from unexpected growth in storage demand and commercial vehicle sales, with industry companies raising their production and sales forecasts for 2026, expecting a 40% growth across the entire supply chain and over 50% for storage [1][14]. Photovoltaic Industry - **Policy-Driven Growth**: The photovoltaic industry is entering a period of intensive policy announcements in Q4, with expectations of component price increases [5][11]. - **Challenges**: The industry faces challenges such as the "anti-involution" issue, with ongoing discussions about silicon material mergers and energy consumption standards [11]. - **Investment Recommendations**: Recommended companies include Tongwei Co., GCL-Poly Energy, LONGi Green Energy, and JA Solar, particularly those with undervalued positions due to rising component prices [12]. Wind Power Industry - **High Growth Phase**: The traditional power grid export sector remains robust, with liquid transformer exports increasing by approximately 50% year-on-year from January to August [2][24]. - **Future Outlook**: The offshore wind power sector in Brazil is expected to grow, with significant increases in installed capacity anticipated in both onshore and offshore segments [20][22][23]. Key Companies and Their Performance - **Ningde Times**: Received a 1.5 billion RMB advance payment and is expanding production capacity, indicating strong industry demand [1][15]. - **Sungrow Power**: Expected to achieve Q3 revenue between 4 billion to 4.3 billion RMB, showing slight growth [10]. - **Aters and Tongwei**: Both companies are highlighted for their strong performance and potential for future growth [10][12]. Investment Recommendations - **Direct Beneficiaries**: Companies such as Ningde Times and Yiwei Lithium Energy are recommended for their direct benefits from price increases in energy storage cells [9]. - **Secondary Targets**: Companies like Xinwangda, Penghui Energy, and Zhongchuang Innovation are also suggested as potential investment opportunities [4][9]. Additional Insights - **Market Dynamics**: The energy storage sector is expected to see a clear upward trend in demand and pricing, particularly in Q4, supported by favorable policies and market conditions [8][9]. - **Price Trends**: The prices of key materials like lithium hexafluorophosphate are expected to rise significantly if demand exceeds 35%, with potential price increases of 5,000-10,000 RMB per ton [16]. This summary encapsulates the critical insights and projections from the conference call records, focusing on the energy storage, photovoltaic, and wind power industries, along with key company performances and investment recommendations.
福莱特玻璃(06865) - 海外监管公告 - 福莱特玻璃集团股份有限公司可转债转股结果暨股份变动的...

2025-10-09 09:04
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或 完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因依賴該 等內容而引致的任何損失承擔任何責任。 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) 以下為本公司於上海證券交易所網站刊登之《福萊特玻璃集團股份有限公司可轉債轉股結果暨股份 變動的公告》,僅供參閱。 承董事會命 福萊特玻璃集團股份有限公司 董事長 阮洪良 中國浙江省嘉興市,二零二五年十月九日 在本公告之日,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, 獨立非執行董事為徐攀女士、杜健女士和吳幼娟女士。 | 证券代码:601865 | 股票简称:福莱特 | 公告编号:2025-063 | | --- | --- | --- | | 转债代码:113059 | 转债简称:福莱转债 | | 福莱特玻璃集团股份有限公司 可转债转股结果暨股份变动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重 ...
福莱特(601865) - 福莱特玻璃集团股份有限公司可转债转股结果暨股份变动的公告

2025-10-09 09:01
未转股可转债情况:截至 2025 年 9 月 30 日,尚未转股的"福莱转债" 金额为人民币 3,999,887,000 元,占"福莱转债"发行总额的 99.9972%。 本季度转股情况:自 2025 年 7 月 1 日至 2025 年 9 月 30 日,共有人民币 1,000 元"福莱转债"转为本公司 A 股普通股,转股股数为 23 股。 一、可转债发行上市概况 (一)"福莱转债"基本情况 | 证券代码:601865 | 股票简称:福莱特 公告编号:2025-063 | | --- | --- | | 转债代码:113059 | 转债简称:福莱转债 | 福莱特玻璃集团股份有限公司 可转债转股结果暨股份变动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 累计转股情况:截至 2025 年 9 月 30 日,累计已有人民币 113,000 元"福 莱转债"转为本公司 A 股普通股,累计转股股数为 2,607 股,占"福莱转债"转 股前本公司已发行股票股份总数的 0.0001%。 经中国证券监督管理委员会证监 ...
福莱特玻璃(06865)部分股东及董监高合计减持公司股份2998.03万股
智通财经网· 2025-10-09 08:48
智通财经APP讯,福莱特玻璃(06865)公布,近日,公司收到控股股东及董事、监事、高级管理人员姜瑾 华女士、魏叶忠先生、沈其甫先生、郑文荣先生、沈福泉先生、祝全明先生、韦志明先生、赵长海先生 以及公司特定股东潘荣观先生出具的《关于减持股份进展的告知函》。截至 2025 年 9 月 30 日,上述股 东通过集中竞价及/或大宗交易方式合计减持公司股份2998.03万股,占公司总股本的 1.2796%(四舍五入 后)。姜瑾华女士、魏叶忠先生、沈其甫先生、郑文荣先生、沈福泉先生、祝全明先生、韦志明先生、 赵长海先生以及潘荣观先生本次减持计划已实施完毕。 ...