光伏相關股捱沽 信義系及福萊特跌逾5%-8%
內地光伏相關股今天顯著跑輸大市,福萊特玻璃(06865.HK)回升受制10天線,今早扭兩連漲,股價失守20天線(21.5元),最低見19.8元,半日收報20.35元,回吐8.3%,半日成交758萬股。
信義光能(00968.HK)及信義能源(03868.HK)連跌第二天,股價曾雙雙失守20天線(12.4元及4元),最低見12.1元及3.76元,半日收12.34元及3.78元,續跌5.1%及6.4%,半日成交分別為3,404萬股及1,414萬股(已超過昨天全日成交量)。
陽光能源(00757.HK)三連吐,今早股價失守10天線(0.22元),最低見0.206元,半日收0.207元,續跌9.2%,成交872萬股。保利協鑫能源(03800.HK)扭三連升,股價失守10天線,最低見0.37元,半日收0.38元,回吐7.3%,半日成交3.11億股。
為穩定行業預期,國家財政部、發改委和能源局近日聯合印發《關於促進非水可再生能源發電健康發展的若干意見》有關事項的補充通知,進一步明確了風電、光伏、生物質發電項目全生命周期的合理利用小時數。
通知指出,按照規定納入可再生能源發電補貼清單範圍的項目,全生命周期補貼電量內所發電量,按照上網電價給予補貼,按照5號文規定納入可再生能源發電補貼清單範圍的項目,風電、光伏發電項目自併網之日起滿20年後,生物質發電項目自併網之日起滿15年後,無論項目是否達到全生命周期補貼電量,不再享受中央財政補貼資金。
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