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光伏股拉昇:隆基、通威漲超6%
格隆匯8月27日丨A股市場光伏股午後進一步走強,其中,海優新材漲超11%,拓日新能、金辰股份漲停,特變電工逼近漲停,通威股份和隆基股份漲超6%,上機數控漲超5%,中環股份漲超3%。消息面上,作為光伏產業的上游原材料,硅料價格近日重啟漲價節奏。數據顯示,今年以來,硅料從每噸8萬元左右的價格,漲到每噸20萬元以上,漲幅高達150%。另外,硅片生廠商上機數控日前公佈上半年業績顯示,營收35.87億元,同比增231.08%;歸母淨利潤8.49億元,同比增464.59%。營收利潤均取得大幅增長,成為上半年最為耀眼的光伏企業之一。在硅片總產能上,雖然跟兩大寡頭企業隆基和中環股份還有一定差距,但營收和利潤增幅卻毫不遜色。
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