光伏行業持續迎大利好 隆基股份、通威股份、晶澳科技等均創歷史新高
格隆匯12月23日丨行業持續迎大利好,港A市場光伏股繼續走強。港股信義玻璃、福萊特玻璃均創歷史新高,洛陽玻璃也創出階段新高;A股通威股份、隆基股份、晶澳科技、陽光電源、東方日升、上機數控、天合光能、錦浪科技等均創歷史新高。近日工信部工信部再發徵求意見稿,明確光伏壓延玻璃可不制定產能置換方案,這意味着產能放開,將增加光伏玻璃供應。18日結束的中央經濟工作會議明確指出明年要抓好八項重點任務之一是做好碳達峯、碳中和工作,我國二氧化碳排放力爭2030年前達到峯值,力爭2060年前實現碳中和。此外,國家能源局提出“2021年我國風電、太陽能發電合計新增1.2億千瓦”的目標,稱要加快風電光伏發展,風電、光伏發電新增裝機總量較“十三五”有大幅增長。
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