《大行報告》花旗:內地光伏產品本周價格全線上升 行業首選信義光能(00968.HK)
花旗發表的研究報告指,內地所有光伏產品本周價格均上升,主要受惠需求提升,其中多晶硅價格按周升1.5%,而晶顆價格則升0.4-1.5%等。該行認為太陽能行業快速增長有利內地達到減碳目標,相信監管風險較低,而在行業裡面選股次序為信義光能(00968.HK)、隆基股份(601012.SH)及通威股份(600438.SH),估計太陽能玻璃將有更多上行,而多晶硅價格未來12個月或有更多下行,傾向選擇設備供應商,認為其股本回報率較高。
該行指出,多晶硅價格按周升1.5%,為今年以來最高,而中國半導體行業協會相信價格上升主要因為下游利用率提升及晶圓上能擴張等,料多晶硅高價格將在9月持續。
而在太陽能玻璃方面,該行指出本周3.2mm及2mm太陽能玻璃價格分別按周升13.6%及5.6%,主要因為需求改善及原材料成本提升,為2020年12月2日以來太陽能玻璃價格首次按周提升,而太陽能玻璃生產商庫存水平亦持續下降,模組生產商亦接受加價。截至8月尾,內地太陽能玻璃產能總計4.02萬噸,按年增長46.7%,按月增長8.71%。(el/u) ~
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