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港股異動丨光伏股拉昇 協鑫科技升近6% SNEC展會舉行
港股光伏股集體拉昇,其中,新特能源升超7%,協鑫科技升近6%,陽光能源升4.6%,協鑫新能源、福萊特玻璃、信義能源、福耀玻璃、信義玻璃均上升。消息上,雖然眼下光伏行業因虧多盈少而“哀聲一片”,但作為一年一度的最大規模行業盛會,2025 SNEC PV&ES國際光伏&儲能兩會將在今天如約開展迎客,熱度不減。根據主辦方消息,共有來自全球100多個國家光伏從業者和3000多家企業參會,展會面積近40萬平方米,國際展商比例達到30%,預計觀眾人數超過50萬人次。儘管身處困境中,但中國光伏產業已經取得的成績依然矚目。中金報吿指,光伏需求走弱關注淡季壓力,SNEC展到來新技術迎機遇。重點關注漿料(高銅漿料)、BC技術、以及beta修復彈性相對較大的硅料環節和電池片等。(格隆匯)

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