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港股异动︱光伏股普涨下半年光伏产业或迎爆发式增长
格隆汇 07-26 13:25
格隆汇7月26日丨今日恒指、国指纷纷走低,光伏股逆市普涨,熊猫绿能(0686.HK)升14%领涨,信义光能涨逾3%,保利协鑫能源涨逾2%。今年上半年我国光伏新增装机11.4GW(吉瓦),降幅超过50%。光伏行业协会副理事长王勃华认为,今年全年光伏产业规模预计大致在35GW~45GW,下半年市场可能呈现爆发式增长,或将造成产业链部分环节供应趋紧。此外,工信部电子信息司副司长吴胜武表示,在最终确定光伏政策后,预计国内需求将在下半年反弹,今年可能增加超过40GW的光伏装机容量。昨日下午国家能源局李创军亦称,下一步将进一步完善工作机制,提早谋划、及早安排明年竞价相关工作,推进光伏产业持续健康高质量发展。
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