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港股異動丨光伏股拉昇 福萊特玻璃漲超5% 山高新能源漲近4%
港股光伏股普遍上漲,其中,凱盛新能漲超7%,福萊特玻璃漲超5%,山高新能源漲近4%,信義光能漲3%,信義玻璃、協鑫新能源漲超1%。消息上,自反內卷定調以來,光伏行業正在打出組合拳,控產能及拓場景來提升需求。當下,控產能已經出現效果,價格已經企穩,剩下就看需求能否起量。2025年,中國光伏產業迎來重大里程碑,累計裝機規模突破1000GW,邁入太瓦時代。在7月25日召開的光伏行業研討會上,中國光伏行業協會上調全年預期,預計2025年中國新增裝機規模將達270-300GW,全球新增裝機規模上調至570-630GW。(格隆匯)

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