隆基股份(601012.SH)漲停再創歷史新高 市值逼近2000億
格隆匯7月23日丨全球最大的單晶硅光伏產品製造商隆基股份(601012.SH)漲停,報52.71元,再創歷史新高,最新總市值1988億元。該股年內累漲113%。

中國光伏行業協會祕書長王勃華近日表示,展望下半年,在競價、平價、户用等項目的多方驅動下,國內光伏市場將實現恢復性增長,並有望在今年四季度迎來裝機高潮。
中信證券近日發報告指出,光伏行業需求或持續改善,硅料、電池組件、光伏玻璃等環節具備較強盈利修復彈性,硅片環節價格基本階段性觸底,頭部企業有望利穩量增,鞏固龍頭地位。
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