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港股异动|信义光能涨逾6%机构指光伏产业链价格有望迎来拐点
格隆汇 08-19 14:37
格隆汇8月19日丨信义光能(0968.HK)现涨6.34%,报4.36港元,暂成交5766.6万港元,最新总市值351.3亿港元。同行业中,阳光能源(0757.HK)涨5.8%、保利协鑫能源(3800.HK)涨4.9%。新时代证券研报指,下半年光伏增长趋势明确,国内平价、竞价项目由于政策启动较晚,7、8月份仍在前期准备阶段,预计9月份国内需求会逐步启动,四季度迎来装机高峰。事实上,经历了7月份以来需求的阶段性下行,目前价格已接近底部,产业内对于价格的预期已经不再悲观。9月份国内外需求将陆续启动,光伏产业链价格有望迎来拐点。
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