A股異動丨光伏概念股多數下跌 2025年中國光伏新增裝機預期將同比下滑
A股光伏概念股多數下跌,其中,利源股份封跌停板,朗科智能跌近8%,麥格米特跌6.9%,美利雲、壘知集團、潤建股份、祥鑫科技、東方熱電、飛榮達跟跌。消息上,在光伏行業2024年發展回顧與2025年形勢展望研討會上,中國光伏行業協會預測,2025年中國光伏新增裝機將達到215-255GW。2024年,中國光伏新增裝機爲277.57GW,同比增長28.3%。以此計算,今年中國光伏新增裝機可能同比下滑8.13%-22.54%。中國光伏行業協會名譽理事長王勃華指出,2025年,受分佈式光伏發電管理辦法、新能源上網電價市場化改革等政策及上述政策與各省具體實施辦法出臺時間差的影響,行業存在一定觀望情緒,從而增加2025年裝機預期的不確定性。(格隆匯)

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