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港股異動丨光伏股多數上漲 福耀玻璃漲超4% 協鑫新能源漲超3%

港股光伏太陽能股多數呈現上漲行情,其中,福耀玻璃、順風清潔能源、卡姆丹克太陽能漲超4%,協鑫新能源漲超3%,新特能源、信義玻璃跟漲。消息上,近日,光伏產業鏈上遊價格出現回暖跡象,其中,硅料成交價格已率先上漲,而多家硅片廠商也於7月9日上調報價。業內普遍判斷,如果價格傳導順利,光伏產業鏈盈利將得到修復。值得一提的是,隨着“反內卷”持續深入,業內也呼籲應轉向更高維度市場競爭。協鑫科技相關負責人表示,全行業應共同維護健康有序的市場環境,將競爭維度從低水平的“價格戰”升級爲高價值的“技術戰”和“綠色戰”,重點關注低碳技術、產品質量和全生命週期效益等關鍵指標。大摩日前發佈行業研究報告指出,近期中國政府對太陽能行業的無序競爭問題愈發關注,但認爲太陽能行業供給側改革的實施存在不確定,在執行層面,存在需求疲軟、市場參與者以民營企業爲主等風險。與2024年10月的上次短期上漲相比,大摩認爲中央政府對光伏市場無序競爭的關注度有所提升,而行業基本面卻在惡化。(格隆匯)

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