光伏股漲幅擴大 通威股份(600438)拉昇逼近漲停創歷史新高
格隆匯8月25日丨光伏股漲幅進一步擴大,其中,通威股份(600438.SH)拉昇逼近漲停至55.5元,創歷史新高,最新市值逼近2500億元。今年以來,硅料價格大幅上漲,目前處於滿產滿銷狀態。通威股份此前公佈的業績顯示,受益於多晶硅料業務的高利潤,上半年淨利潤近30億元,超2019年全年。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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