光伏板塊集體走強 通威股份漲超6%
格隆匯1月21日丨上機數控和福斯特漲停,特變電工和通威股份漲超6%,福萊特、京運通漲超4%,隆基股份漲超2%。國家能源局20日公佈,2020年風電新增裝機7167萬千瓦、太陽能發電新增裝機4820萬千瓦,超出市場預期。主營光伏膠膜的福斯特公吿,預計2020年淨利潤約15.41億元,同比增長約61%。本週單晶復投料、單晶緻密料、單晶菜花料、多晶用料價格環比分別上漲3.53%、3.41%、3.78%、0.18%,連續五週上漲。通威股份主營晶硅、光伏電池及組件業務;隆基股份主營單晶硅片和太陽能組件產品。注:通威股份入選了格隆匯2021年“下注中國”十大核心潛力資產名單。

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