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光伏概念股走強,陽光電源(300274.SZ)漲近9%
格隆匯 03-30 11:44

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。

全球風能委員會GWEC發佈的《2021年全球風能報吿》顯示,2020年是全球風電行業創紀錄的一年,全球新增風電裝機93GW,同比增長53%。 

另外,央行近日發佈關於引導加大金融支持力度,促進風電和光伏發電等行業健康有序發展的通知。金融機構按照商業化原則與可再生能源企業協商展期或續貸。對短期償付壓力較大但未來有發展前景的可再生能源企業,金融機構可以按照風險可控原則,在銀企雙方自主協商的基礎上,根據項目實際和預期現金流,予以貸款展期、續貸或調整還款進度、期限等安排。

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