该行指出，公司盈利能力维持较高水平。6-7月光伏玻璃行业加速冷修，据卓创资讯，7月行业冷修产线 达7750吨/日，国内在产产能下降至8.9万吨/日；8-9月光伏玻璃价格上涨后并未出现大规模产能复产/点 火，国内在产产能维持在较低水平。光伏玻璃作为光伏主辅材中过剩程度相对较低的环节，目前产能较 前期高点已有显著下降，随着落后企业陆续推出，市场化出清有望加速。 消息面上，福莱特发布公告，第三季度实现营收47.3亿元，同比增长21%、环比增长29%，实现归母净 利润3.76亿元，同比扭亏、环比增长143%，业绩超预期。国金证券发布研报称，三季度公司实现营业 收入47.3亿元、环比大幅增长29%，测算公司光伏玻璃出货量环比显著提升，预计公司Q3加速去库， Q3末公司存货余额环比下降7.51亿元至12.07亿元。 智通财经APP获悉，福莱特玻璃(06865)早盘涨超8%，截至发稿，涨5.64%，报11.43港元，成交额 5881.21万港元。 ...

Group 1 - The core viewpoint of the news highlights a strong performance in the photovoltaic industry, with the CSI Photovoltaic Industry Index rising by 2.06% as of July 10, 2025, and significant gains in key stocks such as GCL-Poly Energy (10.00%) and JA Solar Technology (8.47%) [1] - The Central Financial Committee's sixth meeting emphasized the need to regulate low-price disorderly competition in enterprises and promote the orderly exit of backward production capacity, indicating an acceleration in supply-side reforms within the photovoltaic industry [1] - Dongxing Securities suggests that in the context of overcapacity and frequent price wars, policy measures are being implemented to promote market clearing through strict access standards and guiding leading enterprises to self-regulate production cuts, particularly focusing on the silicon material and battery cell segments [1] Group 2 - The CSI Photovoltaic Industry Index tracks up to 50 representative listed companies involved in the photovoltaic industry chain, reflecting the overall performance of these securities [2] - The index's valuation is at a historical low, with the latest price-to-book ratio (PB) at 1.78, which is lower than 82.54% of the time over the past three years, indicating a strong valuation appeal [2] - As of June 30, 2025, the top ten weighted stocks in the CSI Photovoltaic Industry Index accounted for 55.39% of the index, including major companies like Sungrow Power Supply and LONGi Green Energy [2]