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光伏板塊再度走強 通威股份、隆基股份漲超7%均創新高
格隆匯 01-04 11:47
格隆匯1月4日丨光伏板塊再度走強,通威股份、隆基股份大漲超7%,盤中股價均刷新歷史新高,其中通威股份入選為格隆匯2021年“下注中國”十大核心潛力資產。此外,太陽能、博威合金、林洋能源等漲停,中環股份、福萊特、福斯特等紛紛大漲。業內預計,2021年一季度光伏產業將繼續維持高景氣狀態,有望淡季不淡。國盛證券表示,歷史一季度是傳統光伏淡季,但是在今年四季度產業鏈漲價的影響下,部分需求被延遲到明年一季度併網建設,疊加上過去傳統一季度搶裝331項目,目前產業鏈調研下來,明年一季度或將繼續維持高景氣狀態,產業鏈價格或將維持穩定。在下游需求的支持下,產業鏈降價預期或將推遲,有望帶動整體板塊EPS 預期上修和估值切換。

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