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新能源股持續爆發 陽光能源暴漲46% 福萊特玻璃和信義光能均續刷歷史新高
格隆匯 10-08 13:22
格隆匯10月8日丨港股市場近期強勢的新能源股午後漲幅繼續擴大,其中,陽光能源(0757.HK)一度暴漲46.5%,股價創2018年3月以來新高,年內累漲177%;信義光能、福萊特玻璃漲超11%,均續刷歷史新高,且年內漲幅分別高達175%和437%;保利協鑫能源盤中也漲超7%。對於近期以光伏為首的新能源股出現持續的大漲走勢,分析人士稱,一是由於需求旺盛致光伏玻璃近期價格上漲遠超預期,信義光能和福萊特玻璃股價持續上漲帶動整個新能源板塊走強;二是市場一直憧憬“十四五”將有可再生能源方面的政策支持(10月底五中全會上或有望提及);此外,歐洲方面近期也有新的碳排放目標,以及民調數據顯示拜登目前支持率明顯高於特朗普,一旦拜登當選,基建,可再生能源行業有望獲市場重點關注。

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