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突傳利空!隆基股份創今年3月以來最大跌幅
格隆匯 11-03 15:10
格隆匯11月3日丨受利空傳聞影響,光伏龍頭隆基股份(601012.SH)今日盤中一度跌9.8%至90.18元,為今年3月15日以來出現的最大跌幅。最終收跌8.98%報91元,市值4926億元。彭博社稱美國一份分析師報吿中表示隆基股份或成為美國打擊中國光伏組件的下一個目標,或扣留該公司的組件產品。長江證券稱,實際上美國的指控從2019年開始,隆基股份已前瞻性完成專料專用認證,提交相關材料後即可正常銷售。另外,美國本土2.4GW的組件製造產能完全不足以支撐持續上調的光伏發展需求(美國能源部預測21-25年均超30GW,25-30年超60GW),製造關税或進口壁壘,後果均將由美國本土企業承擔,扣留損傷更多的也是美國本土企業。長江證券強調繼續堅定看好光伏。

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