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分佈式光伏即將迎來試點 港股光伏股走強 信義光能領漲
格隆匯6月24日丨隨着A股光伏股的走強,港股光伏股集體跟漲。信義光能漲超5%,福萊特玻璃漲近4%,洛陽玻璃股份漲近3%。國家能源局綜合司下發《關於報送整縣(市、區)屋頂分佈式光伏開發試點方案的通知》指出,項目申報試點縣(市、區)要具備豐富的屋頂資源、有較好的消納能力,黨政機關建築屋頂總面積光伏可安裝比例不低於50% ,學校、醫院等不低於40% ,工商業分佈式地不低於30%,農村居民屋頂不低於20% ,於7月15日前報送能源局新能源司。機構由此預測,BIPV(光伏與建築更深層次的融合產物)市場2020-2025年複合增長率可達82.8%,行業處於快速擴容階段。產業鏈角度看,建築渠道重要性凸顯,建材的光伏玻璃、防水等材料需求增加,龍頭具備先發優勢,關注光伏玻璃、屋頂圍護、幕牆及防水等相關環節的龍頭公司。

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