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A股異動丨光伏設備股走強 機構預估Q2光伏產業鏈價格將集體上漲
格隆匯 04-01 11:10

A股光伏設備股拉昇走強,其中,億晶光電封漲停,錦浪科技一度漲超13%,固德威漲超7%,艾羅能源、海優新材、通靈股份、陽光電源漲超4%。根據TrendForce集邦諮詢最新調查,中國政策刺激光伏產業整體需求,組件供給出現緊張氣氛,預期2025年3月和4月的需求將出現小高峯,可能順勢帶動第二季產業鏈價格上升。中國於2025年1月底、2月初接連公佈光伏發電和新能源電價相關規定,若光伏發電項目於5月31日後併網,將不再享有固定收購電價,而是迴歸市場供需決定價格,因此引發“搶裝潮”,尤其是分佈式光伏項目將於第二季達到裝機高峯。分佈式項目搶裝潮大幅帶動組件需求,造成分銷商大量囤貨,頭部組件供應商連續多次漲價,目前高價已達到0.73元/瓦,均價則是0.7元/瓦,價格持續受支撐。(格隆匯)

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