順風潔能及卡姆丹克續飆近58%-82% 匯豐料中國要實現碳中和太陽能風力發電量將大增
匯豐環球研究料中國要實現碳中和,太陽能及風力發電量將以倍數計大增。相關股今天繼續抽升,尤其是卡姆丹克太陽能(00712.HK)高見0.305元,創逾年半高,現造0.28元,續飆82%,成交激增至1.08億股,為近數年罕見;順風潔能(01165.HK)高見0.196元,創近一年高,現造0.178元,急漲57.5%,成交激增至1.45億股,為近兩年罕見。
協鑫新能源(00451.HK)、陽光能源(00757.HK)及保利協鑫能源(03800.HK)續升7%-11%、後兩者跑贏分別高見0.305元及0.72元創34個月高位及逾20個月高。
信義光能(00968.HK)高見14.78元,現造14.62元,續升3.4%。北控潔能(01250.HK)高見5.6仙,創逾四個月高,現造5.4仙,續升8%。綠色能源科技(00979.HK)高見0.39元創逾52周新高,現造0.38元,續升15%。從事開發、投資、營運及管理太陽能發電站及其他可再生能源項北京能源(00686.HK)高見0.28元,逾三個月半高,現造0.27元,升14%,成交969萬股。(sz/t)
就國家主席習近平近日表示力爭二氧化碳排放2030年前達到峰值及2060年前實現碳中和,匯豐環球研究對中國政府對全球未來氣候目標感到正面,相信會利好中國光伏行業裝機等增長前景,該行就昨天舉行線上再生能源會議的情景分析顯示,若中國至2060年將燃煤發電量減少一半,風力發電量將需要提高12倍,太陽能容量提高22倍。
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