光伏板塊現漲停潮!福萊特、晶科科技等7股漲停
格隆匯10月9日丨今日A股迎來節後首個交易日,國慶期間港股光伏板塊大幅走高,帶動今日A股市場光伏股全線高開,且開盤現漲停潮,億晶光電、晶科科技、福萊特、亞瑪頓、福斯特、安彩高科、南玻A漲停,隆基股份和通威股份漲超7%。上半年,受疫情影響造成需求不振,光伏產業鏈出現跌價。然而,進入下半年,漲價成為主旋律,硅料、光伏玻璃等環節相繼出現供應緊缺現象,特別是光伏玻璃已然接棒硅料,成為新的漲價熱點。針對光伏玻璃的情況,分析人士指出,目前,原片供應持續偏緊,光伏玻璃廠家訂單跟進充足,預計四季度市場持續偏強運行狀態。“2021年,部分新產線陸續投入使用,可適當緩解供需矛盾,而‘十四五’規劃中,光伏新增裝機容量或超預期,因此合理預測明年供需矛盾仍存。”

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.