港股異動丨多重利好疊加 金陽新能源(1121.HK)大漲近8%再創新高
格隆匯9月16日丨金陽新能源(1121.HK)延續強勢行情,續升近8%,報17.68港元再度刷新歷史新高價,自8月以來股價更是暴漲3倍,總市值超290億港元。金陽新能源日前簽訂100萬片單鑄硅片銷售合同,含增值税單價3.62元人民幣/片,遠比最近市價5.01元人民幣/片為低,彰顯了集團單鑄硅片的成本優勢。於7月底公司亦籤2億片硅片訂單合同。業內人士稱,訂單意義不僅在於倍增了公司的營收,更意味着其轉型的突破。公司已經成功開發單晶鑄錠柔性異質結太陽能組件,成本大幅降低,性價比凸顯。中泰證券指出,新業務還未及時反映在財務報表上,所以市值嚴重低估。

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