A股異動丨光伏板塊普漲 行業下半年需求將持續改善
格隆匯9月11日丨光伏板塊普漲,陽光電源大漲逾17%,晶澳科技漲停。光伏板塊上市公司交出了靚麗的“中考”答卷。據Wind數據統計,在A股55家光伏概念上市公司中,48家公司上半年實現盈利,佔比高達87%。其中,37家公司實現淨利潤同比增長。業內人士指出,受四季度“搶裝潮”等因素影響,下半年光伏行業需求將持續改善。新時代證券行業策略分析師開文明表示,光伏行業三季度國內需求仍然樂觀,擁有户用、特高壓、平價等項目支撐,四季度平價與競價項目共振,需求有望超預期。

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