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港A光伏股集體上漲 截至9月底太陽能發電裝機容量同比增28.8%
格隆匯 10-25 14:41
格隆匯10月25日丨港A光伏股集體上漲,A股金辰股份、京山輕機漲停,昱能科技漲9%,均達股份、中信博漲8%,隆基綠能、禾邁股份、億晶光電、固德威漲6%;港股順豐清潔能源、洛陽玻璃股份漲8%,協鑫科技、信義光能漲4%,福耀玻璃、新特能源漲3%。國家能源局數據顯示,截至9月底,全國累計發電裝機容量約24.8億千瓦,同比增長8.1%。其中,風電裝機容量約3.5億千瓦,同比增長16.9%;太陽能發電裝機容量約3.6億千瓦,同比增長28.8%。西南證券指出,長期看,各國新能源替代化石能源需求增大,強烈建議積極佈局光伏板塊。近期風電上游原材料鬆動,建議繼續關注行業未來開工情況及原材料價格走勢給板塊帶來的催化。

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