《大行》里昂:對太陽能業看法不變 信義光能(00968.HK)、協鑫科技(03800.HK)等成主要受益者
里昂發表研究報告,認為近期太陽能股票的勢頭來自供應方面政策的一些積極信號,包括7月1日,國家主席習近平召開會議,強調依法治理企業低價無序競爭,指導企業提升產品質量,推動有序退出落後產能;規範政府採購和招標。
此外,官媒《人民日報》上周末曾發文指太陽能行業過度競爭,並推動高質量發展。上海有色金屬市場報告也稱,部分國內太陽能玻璃生產商計劃自2025年7月起減產30%。
里昂表示,對太陽能行業的看法保持不變。對太陽能需求持謹慎態度,供給端仍在等待更多催化劑或供給側政策以助行業復甦。該行預期將有關能源消耗控制、轉換效率及產量配額的關鍵措施會適度放鬆。
在太陽能行業中,里昂相信多晶矽材料領軍者協鑫科技(03800.HK)及太陽能玻璃龍頭信義光能(00968.HK)、福萊特玻璃(06865.HK)將成為供給側政策的主要受益者,因為行業整合度較高且成本曲線更陡峭。
里昂對上述公司的目標價及評級:
信義光能 (00968.HK) | 4元 | 跑贏大市 | 更新日期:去年12月10日
福萊特玻璃(06865.HK) | 10元 | 跑贏大市 | 更新日期:今年4月30日
協鑫科技(03800.HK) | 1.3元 | 跑贏大市 | 更新日期:今年3月31日
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.