光伏板塊繼續走強 券商普遍看好產業前景
格隆匯2月13日丨光伏板塊繼續走強,芯能科技、捷佳偉創、通威股份、亞瑪頓漲停,珈偉新能、山煤國際等跟漲。券商普遍看好光伏產業的前景。國金證券指出,在當今世界大部分地區,光伏已成為成本最低的電力來源之一。2020年全球光伏裝機有望達150GW,同比2019年(120GW)增長25%左右。預計未來幾年海外需求持續保持較快增長。國信證券介紹,2020年為國內最後一批新增光伏的補貼之年,國內市場或將迎來“終極搶裝”。類比德國平價進程,當前國內處政策預期拐點及平價前夕。目前,國內光伏滲透率僅為3%,仍有較大提升空間。
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