港股異動 | 光伏股大漲 協鑫新能源(0451.HK)漲逾11%
格隆匯8月6日丨光伏股大漲,順風清潔能源(1165.HK)漲14.74%、協鑫新能源(0451.HK)漲11.63%、保利協鑫能源(3800.HK)漲9.43%。招商證券指,8月5日發改委公佈2020發佈光伏發電平價上網項目的通知,將平價光伏發電項目3305.06萬千瓦納入2020年光伏發電平價上網項目清單,下半年光伏裝機規模依然有較大的空間,尤其是四季度將會是光伏裝機旺季。另外,隨着海外復工復產的推進,預計海外部分的需求可能會推遲至三季度甚至四季度釋放。與此同時,供給端尤其是硅料供給短期緊缺將會推動產業鏈價格上行,預計硅片、電池片和組件等均具有一定的漲價空間。海內外需求端回暖以及供給端相對短缺將為光伏行業帶來量價齊升的機會。

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