A股異動丨產能過剩?光伏股集體下跌,隆基綠能跌超4%,創2020年9月以來新低
格隆匯5月26日丨光伏股集體下跌,金辰股份、芯能科技、陽光電源、福斯特、隆基綠能和中來股份跌超4%,東方日升、億晶光電、振江股份、TCL中環跌超3%。消息面上,5月24日(週三),隆基綠能創始人兼總裁李振國在SNEC第十六屆全球光伏大會接受採訪時表示,光伏行業已經出現了產能過剩的問題,最先受到衝擊的將是那些準備不夠充分的公司。財務狀況較差和技術不先進的公司面臨的風險最大。李振國補充稱,未來兩到三年內,一半以上的光伏行業製造商可能被迫退出市場。隨着行業預期增速換擋,市場逐漸對光伏行業產能過剩帶來競爭格局惡化進行了定價,隆基綠能股價從去年7月的高點(68元)逐漸回調,跌至今日盤中的30.88元,股價跌回2020年9月的位置。

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