港股異動 | 光伏股普漲 保利協鑫能源(3800.HK)漲逾7%
格隆匯11月18日丨在港上市光伏股普漲,保利協鑫能源(3800.HK)漲7.14%、福萊特玻璃(6865.HK)漲3.8%、陽光能源(0757.HK)漲2.79%。西部證券指,RCEP或助力中國光伏產業深入區域市場。2019年中國光伏產品全球出口金額前十的國家和地區中,有三個RCEP協約國,分別為越南(佔比9%)、日本(佔比8%)、澳大利亞(佔比6%)。目前,有光伏產品進口關税的國家及對應關税税率分別是印尼5%、柬埔寨7%、老撾5%、緬甸7.5%。以上國家關税仍有一定下降空間,RCEP的簽訂將逐漸降低協約國之間的關税,推動區域內自由貿易,為中國光伏產業深入東南亞市場提供有利契機。

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