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港股异动 | 光伏股大涨 协鑫新能源(0451.HK)涨逾11%
格隆汇 08-06 15:33
格隆汇8月6日丨光伏股大涨,顺风清洁能源(1165.HK)涨14.74%、协鑫新能源(0451.HK)涨11.63%、保利协鑫能源(3800.HK)涨9.43%。招商证券指,8月5日发改委公布2020发布光伏发电平价上网项目的通知,将平价光伏发电项目3305.06万千瓦纳入2020年光伏发电平价上网项目清单,下半年光伏装机规模依然有较大的空间,尤其是四季度将会是光伏装机旺季。另外,随着海外复工复产的推进,预计海外部分的需求可能会推迟至三季度甚至四季度释放。与此同时,供给端尤其是硅料供给短期紧缺将会推动产业链价格上行,预计硅片、电池片和组件等均具有一定的涨价空间。海内外需求端回暖以及供给端相对短缺将为光伏行业带来量价齐升的机会。

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