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A股異動丨光伏設備股普升,上能電氣升超5%,陽光電源升超2%
格隆匯 02-18 11:01
A股光伏設備股普遍上升,其中,上能電氣升超5%,明冠新材、帝科股份升超4%,微導納米、金剛光伏升超3%,陽光電源、金博股份、雙材節能、昌盛機電升超2%。消息上,中金公司研報指出,2025年2月10日至2月14日5 個交易日,光伏產業指數下跌2.9%,同期滬深300指數+1.2%。主要因上週市場再次交易政策預期股價反彈、但後續博弈結束有所回調。認為當前板塊估值水平已具備吸引力,後續行業基本面確定性修復,隨着行業上游減產去庫及下游排產需求環比改善,板塊有望迎來上行機會。此外,上海有色網日前發佈的報吿顯示,春節過後,隨着光伏產業鏈各環節相繼開工,多晶硅作為產業鏈上游的原材料,市場成交量增多,成交價格也出現了上升。(格隆匯)

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