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港股異動丨光伏設備股活躍:上能電氣升超11%,陽光電源升近4%
A股光伏設備股活躍,其中,上能電氣大升超11%領銜上升,陽光電源升近4%,邁為股份、阿特斯、錦浪科技、艾羅能源升2%,固德威、愛旭股份跟升。消息上,中信建投日前研報指出,光伏作為國內“反內卷競爭”的代表性行業之一,預計後續政策端會有一定催化。短期在需求偏弱的背景下,核心看政策力度如何。中長期來看,行業景氣反轉需要滿足兩個條件,一方面是行業產能需要出清,而本輪行業出清我們認為一是看政策,二則是看新技術迭代。該行看好具備長期競爭優勢的光儲龍頭,儲能關注陽光電源、德業股份、上能電氣、固德威等。(格隆匯)

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