港股光伏股集體走強 信義光能漲超7%
格隆匯4月23日丨卡姆丹克太陽能暴漲超50%,順風清潔能源漲近20%,陽光能源漲超16%,彩虹新能源漲超15%,信義光能漲超7%,新特能源、協鑫新能源、北控清潔能源、福萊特玻璃等跟漲。4月19日,國家能源局2021年風光建設方案徵求意見稿出爐,要求2021年風光發電量達到全社會用電量的11%左右,後續逐年提高,到2025年達到16.5%左右。天風證券指出,各省電力消納責任更加明確,風光發展規模不設上限。本意見稿更加精煉化,意在保障風光健康有序發展。新能源是高景氣優質賽道,有望孕育大市值龍頭。

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