光伏ETF基金(159863)近兩日升超3.5%,寧德時代或入局光伏資產
A股光伏概念股持續活躍,光伏ETF基金(159863)成分股中來股份升超13%,大全能源、晶澳科技升超5%。截至10:20,光伏ETF基金(159863)今日升幅1.85%,近兩日升幅達3.52%。消息面上,光伏組件新秀一道新能被傳或將“賣身”,正在接洽的買方為鋰電池巨頭寧德時代。據瞭解,目前雙方尚在協商中。如交易成功,一道新能有望獲得數十億級別的資金注入。興業證券指出,當前光伏各環節廠商正在探索供需動態再平衡節點,預計未來行業將在政策指引及市場調節機制共同作用下加快格局優化及落後產能出清,歐美降息預期也將給予光伏需求持續向上的支撐。
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