光伏板塊走強 行業需求將持續改善 四季度有望迎來裝機潮
格隆匯9月16日丨光伏板塊走強,露笑科技漲停,陽光電源漲超7%,晶澳科技漲近7%,中利集團、捷佳偉創、東風日升、福斯特等跟漲。分析人士指出,此輪上漲的主要原因是市場預期“十四五”新能源規劃目標將上調,這一預期催化了光伏板塊的市場表現。受今年第四季度“搶裝潮”等因素影響,下半年光伏行業需求將持續改善。中國光伏行業協會祕書長王勃華表示,上半年光伏行業表現不錯。在競價、平價、户用等項目驅動下,下半年國內光伏市場將實現恢復性增長,四季度有望迎來裝機高潮。西部證券指出,上半年受益於下游客户密集擴產,(相關光伏產業鏈)公司在手訂單充足,光伏行業中的電池片和組件設備企業實現較快業績增長,下半年相關企業業績增長有望提速。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.