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報道指內地光伏組件再現缺貨漲價 信義光能(00968.HK)股價彈逾7%
據內媒《經濟觀察報》報道,綜合諮詢的多家龍頭光伏組件經銷商,內地目前一線組件企業組件對外報價已達0.7元人民幣/W,且出現缺貨現象,缺貨型號主要集中在710W大版型組件。 而在6月底時,光伏組件曾跌至約0.66元人民幣/W。多名經銷商透露,本輪缺貨漲價與上半年的「搶裝潮」的原因不同:「搶裝潮」時期主要因下遊需求旺盛且需短時間交貨,而本輪下遊組件需求並沒有明顯增加,漲價核心源於「反內卷」背景下上遊多晶矽原料漲價,疊加部分型號廠商產能較小、無法及時交貨。 光伏股股價今日向上,協鑫科技(03800.HK)、新特能源(01799.HK)及信義光能(00968.HK)半日價各彈高逾7%,福萊特玻璃(06865.HK)升5.7%。(wl/u) ~
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