A股異動丨光伏設備股普升 錦浪科技升超6% 陽光電源升超4%
A股光伏設備股普遍上升,其中,錦浪科技升超6%,陽光電源升超4%,天合光能、聚合材料、上能電氣升超3%,鈞達股份、德業股份、福萊特均升超1%。消息上,光伏搶裝潮下,因需求脈衝式爆發導致供給不足,引發了產銷矛盾,有經銷商稱被組件廠“毀單”。經銷商稱,目前所有精力都在430和531兩個時間節點的搶裝上,疲於應付,以搶裝為主。有分析認為,目前光伏行業對產能控制已到前所未有的重視程度,產品過剩的情況會有效緩解。據悉,今年5月31日將是光伏增量項目全面入市節點,為了被劃分為存量項目,分佈式光伏市場迎來一波搶裝潮,由此帶動組件需求明顯增長。(格隆匯)

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