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光伏股集體大漲:隆基、通威漲超4%,陽光電源漲近7%
格隆匯 05-31 14:44
格隆匯5月31日丨光伏股集體走強,板塊指數漲近4%,其中,龍頭隆基股份和通威股份漲超4%,陽光電源和中環股份漲超6%,晶澳科技、露笑科技和賽伍技術漲停。國家能源局近日正式下發《關於2021年風電、光伏發電開發建設有關事項的通知》,對户用光伏的補貼規模出現大幅上調,2021年户用光伏發電項目國家財政補貼預算額度為5億元。有機構指出,“雙碳”大計,光伏迎來白銀時代。行業景氣度提升,拉動產品需求,但同時也提醒,隨之引發的價格博弈與利潤再分配是今年需要密切跟蹤的焦點問題。

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