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板塊異動 | 光伏產業鏈繼續強勢,光伏最強邏輯已浮現?

uSMART盈立智投12月21日消息,港股光伏板塊延續上週的強勢,新特能源繼上週五大漲超20%後,今日繼續漲15%,光伏玻璃雙寡頭表現亦強勢,福萊特玻璃漲超11%,信義光能漲超8%。

中金指出,上週(12.14-12.18)多因素共振帶動光伏產業鏈強勢表現。

此前習主席於氣候雄心峯會宣佈上修國家自主貢獻下的2030年減排力度,並給出風光累積裝機量12億千瓦的保底目標,行業信心提振帶動產業鏈普漲。

週中,工信部就玻璃行業產能置換意見修訂稿徵求意見,徵求意見稿中規定光伏壓延玻璃可不制定產能置換方案,玻璃供給緊張緩解預期帶動下遊標的表現。

次日信義光能公告配股募集39億元並宣佈2023-24年共16條光伏玻璃千噸窯爐擴產計劃,玻璃行業迴歸強者恆強邏輯,帶動福萊特H/信義光能H周內收漲15.3%/19.3%。

此外,上週隆基股份與新特能源簽訂多晶硅料採購協議,2021-2025年向對方採購不少於27萬噸硅料,價格按月協商,帶動新特能源大漲超20%。

12月20日晚間,單晶硅龍頭隆基股份公告稱,高瓴資本入股2.26億股,佔公司總股本6%,躋身第二大股東,這一消息爲強勢的光伏板塊添柴加火,隆基股份早盤衝擊漲停,也帶動港股光伏板塊繼續上漲。

中金稱,繼中美歐三大能源消費體可再生能源發展目標提升,日韓相繼宣佈目標2050年實現碳中和,認爲未來10年全球光伏新增裝機有望加速,看好光伏產業鏈全面受益。

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