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港股光伏、風電概念股集體大漲
格隆匯 10-05 16:18
格隆匯10月5日丨延續近期強勢,港股市場光伏和風電股今日再度集體大漲。光伏股中,陽光能源大漲超21%,福萊特玻璃漲近18%,協鑫新能源漲近16%,保利協鑫能源漲超12%,信義光能漲超6%;風電股中,大唐新能源漲超8%,龍源電力漲超5%,金風科技漲超3%。近日,在近日召開的“一帶一路”清潔能源發展論壇上,陽光電源股份有限公司董事長曹仁賢就“2020-2030年我國可再生能源場景的預測”進行了分享。曹仁賢認為,在非化石能源佔比目標提前5年的前提下,預計可再生能源尤其是風光將超預期發展,2025年後將由增量替代進入存量替代階段;到2030年光伏累計裝機將達到1364GW,風電累計裝機達到533GW。

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