港股異動 | 光伏玻璃股集體上漲 券商稱我國產業鏈公司有望受益於歐盟屋頂太陽能發展目標
格隆匯5月19日丨港股光伏玻璃股集體上漲,新特能源漲7%,協鑫科技漲6%,洛陽玻璃股份漲5%,福萊特玻璃、陽光能源漲4%。消息面上,歐盟委員會18日公佈名為“RepowerEU”的能源計劃,擬建立專門的歐盟太陽能戰略,到2025年將太陽能光伏發電能力翻一番,到2030年安裝600GW。這份計劃書的其中一項建議是“引入一項義務,為所有新建築和所有能源性能等級D級及以上(最耗能)的現有建築安裝屋頂太陽能裝置”。長江證券認為,目前歐洲至少七成組件需求仍依賴進口,需求高增有望帶動中國相關組件、逆變器、儲能、支架等企業顯著受益。中信證券預計2022年歐洲新增光伏裝機有望超過40GW,同比增長超過54%。全球新增光伏裝機有望達到230GW,同比增長超過30%,且需求節奏有望逐季改善。

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