A股異動 | 光伏概念股走強 隆基股份(601012.SH)漲超4%
格隆匯4月1日丨光伏概念股走強,固德威、錦浪科技漲超8%,隆基股份漲超4%,通威股份漲超3%。其中,隆基股份曾於上週四(3月25日)盤中低見75.01元創逾3個月新低,後股價反彈回升,迄今僅1周已累漲超22%。一則光伏玻璃大幅降價的傳聞引發A股光伏板塊近期持續反彈。根據市場預測,最高降幅或達到30%左右。中金電新公用環保團隊近日指出,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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