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光伏股全線爆發:隆基逼近漲停,晶澳科技漲停
格隆匯10月29日丨光伏股午後集體大爆發,龍頭隆基股份逼近漲停,逼近8月創出的歷史最高價(98.58元);晶澳科技封漲停板,再創歷史新高價;天合光能漲超9%,中環股份漲超5%,通威股份漲超3%。有機構稱,10月起硅料新產能即將釋放,其中,通威樂山二期5萬噸有望於月底投產、協鑫江蘇顆粒硅2萬噸即將於近期點火,大全3.5萬噸新產能預期仍是12月底投產、新特技改2萬噸預計於明年Q1投產。機構預計樂觀情形下四季度硅料產能迎增量,預計最早本月底最晚下月初硅料會從當前的260+見頂回落(但不排除能耗雙控短期還會擾動預期),中期迴歸目標200-220元/公斤區間,外加下游減產,硅料廠庫存日益增多,預計此次與上次不太一樣的是本次是尖頂而非上次圓弧頂,預計硅料價格即將出現的拐點會為光伏行業帶來積極信號。


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