港股光伏、風電股全線高開
格隆匯11月9日丨光伏股中,信義光能漲5.87%,陽光能源和福萊特玻璃漲超4%,保利協鑫能源漲2.63%;風電股中,金風科技漲4.36%,協合新能源漲3.37%,龍源電力漲2.62%,新天綠色能源漲1%。美國2020總統大選拜登獲勝,成新一屆美國總統。此前有機構預測,若拜登當選,則可能使美國光伏年部署率提高近一倍。另外,中國工信部相關負責人表示,在繼續貫徹落實好中央推動供給側結構性改革的決策部署的同時,將全力保障下游光伏產業發展。目前有關部門正研究起草促進光伏玻璃行業健康可持續發展的文件,擬對光伏玻璃實行有別於傳統浮法玻璃的政策,適度放寬光伏玻璃產能置換條件,以儘快釋放產能,緩解供應偏緊,抑制價格上漲。


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