港股異動丨政策密集吹風、光伏困境反轉!協鑫科技大升11%創4個月新高 較年內低點反彈85%
光伏概念股協鑫科技(3800.HK)今日盤中一度大升11.71%至1.24港元,股價創今年3月10日以來約4個月新高。該股曾於4月9日盤中觸及年內低點0.67港元,後股價探底回升,迄今約3個月時間股價已反彈85%,遠遠跑贏大盤表現(同期恒指累升25%)。消息面上,工業和信息化部7月3日召開光伏行業製造業企業座談會,光伏行業“反內卷”正獲得更高層面的關注,對整治光伏行業無序競爭的力度將更大。多位參會企業負責人稱,會議給予行業發展極大信心。據悉,國家相關部門已經走訪國內主要光伏企業,要求企業於近期儘快上報成本價格,“如果後續繼續低於成本價銷售,就有可能會受到重罰。”交銀國際研報認為, 多項政策密集吹風,反映中央對光伏行業目前困境的重視程度進一步提高,也已深刻了解困境成因並決心解決,後續針對性的實質性政策有望出台,光伏供給側將迎轉機。該行看好光伏製造龍頭的困境反轉機會,首選顆粒矽龍頭協鑫科技等三股,均予“買入”評級。(格隆匯)

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