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港股异动|光伏太阳能股普涨国家能源局拟补贴近4000个光伏项目
格隆汇 07-12 11:37
格隆汇7月12日丨光伏太阳能股普涨。信义光能(0968.HK)升2.77%领涨,阳光能源涨逾2%,顺风清洁能源、保利协鑫能源涨逾1%。国家能源局综合司昨日公布2019年光伏发电项目国家补贴竞价结果,拟将北京、天津等22个省(区、市)的3921个项目纳入2019年国家竞价补贴范围,总装机容量2278.8642万千瓦。中信证券今日发研报指,随着光伏竞价项目落地,国内光伏市场有望于三季度中旬开启装机高峰,产业链价格受需求显著改善拉动有望阶段性企稳或进一步上升。预计大部分光伏竞价项目收益率有望维持在7%以上,对于资金成本较低的开发商仍具备较强投资吸引力。
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