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光伏股爆發:通威大漲超7%,隆基股份漲超5%
格隆匯6月24日丨光伏股集體大漲,盤中漲幅不斷擴大,安彩高科、拓日新能、森特股份、特變電工、亞瑪頓等多股漲停,龍頭隆基股份一度漲超5%,通威股份、陽光電源一度漲超7%。 國家能源局綜合司下發《關於報送整縣(市、區)屋頂分佈式光伏開發試點方案的通知》,將於7月15日前報送能源局新能源司。機構由此預測,BIPV(光伏與建築更深層次的融合產物)市場2020-2025年複合增長率可達82.8%,行業處於快速擴容階段。產業鏈角度看,建築渠道重要性凸顯,建材的光伏玻璃、防水等材料需求增加,龍頭具備先發優勢,關注光伏玻璃、屋頂圍護、幕牆及防水等相關環節的龍頭公司。

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