光伏板塊走強 產業鏈全面漲價
格隆匯8月27日丨光伏板塊午後持續走強,珈偉新能大漲近14%,通威股份、隆基股份、晶瑞股份、福斯特等走高。近期,光伏全產業鏈“漲升”四起,繼多晶硅料價格一個多月漲70%之後,硅片、電池片、組件也隨之上漲。業內人士認為,漲價源於供需失衡,同時,光伏項目GW級國別市場大量增加,衝擊了市場預期,助推了產業鏈漲價。此次光伏漲價風波將加速行業洗牌,加快推進企業優勝劣汰,加快行業重組與整合步伐。中信建投的研報顯示,光伏產業下游需求正在回暖,上游漲價潮將會逐漸向下遊傳導,整個產業的旺季正在到來。

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