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成本端壓力減輕!光伏股集體大漲 隆基股份逼近漲停
格隆匯 03-30 14:21
格隆匯3月30日丨A股市場光伏股集體大漲,其中,錦浪科技漲停,固德威、陽光電源和中信博均漲超10%,隆基股份逼近漲停,通威股份漲超7%。對於今日光伏股的集體大漲,中金認為主要受益於光伏行業成本端壓力減輕影響。行業渠道反饋光伏玻璃企業指引下調4月價格至28元/平米(原價格40元/平米,降幅超過30%),相當於提升組件毛利率3.2個百分點。行業第三方諮詢機構彭博新能源財經也已上調全年光伏需求預期至200吉瓦,重申前期市場大幅波動源於對光伏需求過度悲觀,看好光伏製造業2021年景氣上行確定性高。

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