A股異動丨部分光伏股逆勢走強 四季度旺季來臨
格隆匯9月21日丨部分光伏股逆勢走強,錦富技術漲12.32%,愛康科技漲停。

中信建投研報認為,產業鏈價格企穩,四季度旺季來臨,持續看好2020四季度與2021下游需求。目前硅料、光伏玻璃價格持續強勢,表明終端需求並未受到明顯影響。
此外,户用項目進展符合預期。8月全國户用裝機新增1016MW,1-8月累計3.94GW。按照户用補貼規模5億元,補貼強度0.08元/度來計算,尚有2.3GW裝機空間。考慮到1個月緩衝期,預計今年户用項目可裝機至11月底。
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