光伏板塊持續走高 海外光伏需求進入成長通道 行業旺季加速來臨
格隆匯9月30日丨光伏板塊持續走高,易成新能大漲超13%,億晶光電漲停,福萊特、東方日升、晶盛機電等跟漲。近期,國內多晶硅價格行情有所企穩,國內市場價格止漲為主,但硅料目前價格仍居高不下,市場仍處於供不應求的局面,暫無回調跡象。政策方面,市場對“十四五”新能源規劃目標將上調的預期,也催化了光伏板塊的市場表現。根據海關數據,8月光伏組件及電池出口總金額同比/環比增長7.3%至16.61億元。券商認為,從出口的角度來看,海外疫情對光伏外需整體衝擊有限,且不改變海外裝機增長趨勢。對於國內市場,當前户用及競價項目加速建設趨勢明確。在價格博弈期的8月項目招標依然火熱,且多數要求8月末9月初開始建設,國內旺季正加速來臨。

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