You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
A股異動 | 光伏股走強 TCL中環一度大漲7%
格隆匯 01-10 10:11
格隆匯1月10日丨光伏股走強,北玻股份、億晶光電拉昇封板,TCL中環一度大漲7%,易事特、大港股份漲超6%,東方日升漲約5%,隆基綠能、陽光電源、上機數控、德業股份等紛紛走高。西南證券發研報指,近期硅料產能釋放,價格下降明顯,下游需求蠢蠢欲動即將爆發。長期看,光伏成本持續下降,將成為未來重要能源,強烈建議積極佈局光伏板塊。中金亦認為,展望2023年,光伏行業需求側將依然保持樂觀,電池階段性短缺和技術迭代深化仍是產業主旋律。大尺寸高效電池產能仍然不足,TOPCon/HJT/BC/鈣鈦礦等新型電池仍將持續擴產,帶來設備增量;同時,電鍍銅、鈣鈦礦等新技術從0到1向上突破也將釋放新設備需求。中原證券指出,2023年地面電站將會放量,硅片生產環節加速優勝劣汰。TCL中環作為大尺寸硅片行業的引領者,持續擴大先進產能佔比,中長期降本增效邏輯清晰。儘管短期產品降價影響階段性盈利水平,但加速行業優勝劣汰,公司長期成長預期良好,維持“買入”評級。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account