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光伏股拉昇,中信博(688408.SH)漲超10%

格隆匯2月23日丨光伏股拉昇,中信博(688408.SH)漲超10%,北方華創、美利雲、清源股份漲停,高測股份漲超8%,隆基股份漲近3%,上機數控、愛旭股份、愛康科技、金辰股份等跟漲。

消息上,2月21日,隆基股份官網公佈單晶硅片最新價格,各種型號較前次(1月27日)價格上調近2%。值得注意的是,隆基股份今年以來漲價動作密集,漲幅也顯著高於上游。 

此外,中國光伏行業協會名譽理事長王勃華23日表示,在巨大國內光伏發電項目儲備量推動下,2022年新增光伏裝機規模或將增至75GW以上,大約在75-90GW左右。另外,預計2022-2025年,我國年均新增光伏裝機將達到83-99GW。

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