港股光伏概念股進一步集體拉昇 協鑫新能源(0451.HK)暴漲超30%
格隆匯12月23日丨跟隨A股光伏股集體大漲,港股光伏太陽能股尾盤進一步拉昇,其中,協鑫新能源漲超30%,順風清潔能源和卡姆丹克太陽能漲超20%,陽光能源漲近17%,保利協鑫能源漲超14%,福萊特玻璃漲超13%,洛陽玻璃漲超10%,信義光能漲超6%。光伏行業持續迎來政策利好,工信部近日再發徵求意見稿,明確光伏壓延玻璃可不制定產能置換方案,這意味着產能放開,將增加光伏玻璃供應。18日結束的中央經濟工作會議明確指出明年要抓好八項重點任務之一是做好碳達峯、碳中和工作,我國二氧化碳排放力爭2030年前達到峯值,力爭2060年前實現碳中和。此外,國家能源局提出“2021年我國風電、太陽能發電合計新增1.2億千瓦”的目標,稱要加快風電光伏發展,風電、光伏發電新增裝機總量較“十三五”有大幅增長。

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