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A股異動丨光伏股繼續走低 鈞達股份跌超6% 聚和材料跌超5%
格隆匯 02-11 10:16
光伏股持續弱勢,其中,鈞達股份跌超6%,聚和材料、愛旭股份、阿特斯跌超5%,大全能源、晶澳科技、海優新材跌超3%,天合光能、通威股份跌2.8%。據中國光伏行業協會此前披露,去年上半年投產、開工、規劃項目數同比降超75%。當前,在多重因素影響下,光伏行業陷入“內卷式”惡性競爭。有機構在1月發佈研報稱,光伏玻璃自去年下半年在產規模持續下降,庫存天數自2024年11月迎來向下拐點,12月庫存與產量比值開始下降,庫存下降階段有望迎來價格回彈。(格隆匯)

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