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光伏股走弱 通威股份再度逼近跌停 5日累跌近30%
格隆匯 03-08 11:43
格隆匯3月8日丨光伏股集體走弱,板塊指數半日收跌1.68%,成分股中,通威股份今日盤中再度逼近跌停,最低報33.63元,該股已連跌5日,累跌近30%;隆基股份和陽光電源盤中大跌超8%,晶澳科技跌超5%,福萊特跌超4%,福斯特和晶盛機電跌超3%。 據市場消息,近日通威股份的負面信息較多,包括:市場對顆粒硅取代西門子法的擔憂、沒有公佈業績預吿引發對業績的擔憂、對薄片化減少硅料需求的擔憂,以及對能源局發佈的2021年風、光發電開發徵求意見稿反應略悲觀。據悉我國今年計劃對風電和光伏發電建立併網消納多元保障機制,國家能源局正就該計劃徵求意見。

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