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A股異動 | 光伏股普跌 隆基股份(601012.SH)跌逾5%
格隆匯 04-06 10:04
格隆匯4月6日丨光伏股普跌,北玻股份跌停,鈞達股份跌逾6%,隆基股份跌逾5%,禾望電氣、揚傑科技、山煤國際、通威股份、晶澳科技、福萊特等紛紛走低。消息面上,隆基股份昨日公吿,雲南發改委取消公司在雲南省享有的優惠電價政策和措施,自2021年9月1日起,公司全部用電價格通過電力市場化交易方式形成,直接與電網企業結算。截至2021年末,公司在雲南已投產的切片產能佔公司總產能的比例約為54%。鑑於公司在雲南省內的投資項目不能再執行原合作協議中雙方約定的電價,將會在一定程度上增加雲南省內投資企業的生產成本,電費佔硅片全工序加工成本比例為15%左右,對公司利潤會產生一定不利影響。

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