歐盟披露能源轉型細節促光伏股集體走強:通威股份漲近8%,隆基綠能漲超5%
格隆匯5月19日丨光伏股集體走強,其中,通威股份漲近8%,晶科能源、天合光能漲超6%,隆基綠能、中環股份、陽光電源漲超5%,晶澳科技漲超4%。行業消息面上,歐盟在週三披露 “REPowerEU”能源轉型計劃細節,其中提出了一項專門的光伏策略,提出到2025年將320吉瓦的太陽能光伏併網,這個數字較2020年翻一倍,而到2030年併網數量達到600吉瓦。根據歐盟自己的推算,如果要達到這個目標,未來數年,每年的裝機量至少要達到45吉瓦。歐盟還提出了一項“漸進式”的屋頂光伏立法,即到2026年所有新建公共建築和商業樓,在屋頂面積大於250平方米的背景下必須安裝屋頂光伏,所有符合條件的現存樓棟也需要在2027年安裝完成,而2029年後所有的新建住宅樓都需要強制安裝屋頂光伏。個股消息面上,通威股份16日晚披露2022-2024年員工持股計劃,計劃籌集資金總額不超過28億元。公司表示,員工持股計劃資金來源為公司控股股東借款、公司員工的合法薪酬、自籌資金及員工持股計劃通過融資方式籌集的資金(如有)等,本期員工持股計劃設立後將成立資管/信託產品進行管理。

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