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光伏板塊走強 晶澳科技(002459.SZ)拉昇封板
格隆匯 09-28 09:55
格隆匯9月28日丨光伏板塊走強,晶澳科技拉昇封板,陽光電源、通威股份大漲超7%,福萊特、隆基股份等紛紛大漲。在疫情影響減弱情況下,光伏行業需求集中爆發,2020年三季度光伏裝機“淡季不淡”,四季度預計裝機20GW,迎來歷史最旺單季。2021正式進入“十四五”,平價後指標壓力將消失,提升能源清潔佔比成最強驅動力,預計年新增規模將達50GW以上。東北證券指出,國內十四五規劃正在制定中,非化石能源消費比重有望超預期提升到18%以上,甚至提前完成2030年的20%目標。”十四五“期間風電+光伏年均裝機量預計在90-100GW,其中光伏年平均裝機有望達到70GW以上,光伏行業中長期成長空間明確。

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