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A股異動 | 多晶硅概念板塊大漲居前 機構指多晶用硅料緊張價格上漲
格隆匯 09-24 11:08
多晶硅概念板塊持續拉昇,漲幅居前,有研新材漲5.56%,協鑫集成、隆基股份漲逾4%,通威股份、中環股份、天龍光電等有不同程度升幅。太平洋證券認為,光伏市場,上游多晶用硅料持續緊張,價格繼續上漲。隨着9月份的到來,市場確實正在回温,預計隨着國內市場的啟動,全球光伏市場四季度將全面開花,為今年需求最旺盛的時刻。新能源車方面,行業逐步開始搶裝。儘管今年補貼大幅下降,行業短期面臨較大盈利壓力,但是優質公司長期配置價值逐步凸顯。預計隨着國內市場的啟動,四季度的全球光伏市場將全面開花,為今年需求最旺盛的時刻。
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