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光伏股大幅回調 隔夜美股太陽能股暴跌
格隆匯 10-22 10:34
格隆匯10月22日丨隔夜美國上市的太陽能股暴瀉,連累港A上市相關企業亦大幅回調,港股市場保利協鑫能源和福萊特玻璃均跌超8%,陽光能源跌逾7%;A股市場珈偉新能跌逾5%。美股市場太陽能股近日狂漲,但隔夜沽壓顯著,即將返回A股上市的晶科能源重創21.6%;大全新能源大跌17.7%;阿斯特太陽跌10.5%;Solaredge瀉9.8%;Invesco太陽能ETF(TAN)也跌8.4%。市場人士表示,結合此前隆基股份控股股東紛紛減持來看,光伏板塊板塊短期或已見頂。不過從長期發展趨勢看,目前多數地區光伏發電成本可以與火電持平甚至低於火電,並且光伏成本還在持續下降,疊加政策持續扶持,光伏產業景氣度有望繼續維持高位。因此目前光伏板塊的集體回調可以看作是獲利回吐,加上本輪上漲過快,提前透支了一部分未來的空間,屬於合理的估值迴歸走勢。

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