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港A光伏股拉昇 A股現漲停潮
格隆匯8月25日丨上午尾盤開始明顯拉昇的港A兩地光伏股午後繼續走強。A股金博股份漲20%漲停,海優新材、帝科股份、天合光能漲超10%,清源股份、金辰股份、嘉澤新能、福萊特、科華數據、芯能科技、晶澳科技等漲停,隆基股份漲3%,通威股份漲超4%,陽光電源、中環股份漲超2%,福斯特漲超3%。港股順風清潔能源、北控清潔能源漲超16%,洛陽玻璃漲超10%,福萊特玻璃、信義光能、協合新能源和信義玻璃等跟漲。硅料價格大幅上漲,目前處於滿產滿銷狀態。國金證券指出,光伏全年需求剛性高,明年更樂觀,下半年行業景氣提升開始逐步兑現,重點關注硅料。


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