A股異動 | 光伏概念股走強 陽光電源漲近9% 隆基股份漲超7%
格隆匯3月30日丨光伏概念股走強,截至半日收盤,陽光電源漲近9%,隆基股份漲超7%,通威股份漲超5%,福萊特等跟漲。針對光伏行業上游漲價,陽光電源近日接待調研時表示,今年組件價格在高位運行,但公司實際上訂購到的組件價格低得多,是因為公司是戰略合作,所以上半年還在靠這些組件完成去年接到的未完成的訂單。功率半導體器件和芯片都有比較好的規劃,零部件也是戰略合作的,公司有年度鎖價計劃。生產方面,今年一直處於滿產的狀態,尤其户用逆變器的業務發展非常快。現在就是產能有些貧瘠,需要擴充。

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