港股光伏太陽能板塊全線上漲 水發興業能源漲超23%領漲
格隆匯7月22日丨水發興業能源漲超23%,陽光能源漲近14%,順風清潔能源漲超12%,卡姆丹克和協鑫新能源漲超10%,信義光能漲超5%,福萊特玻璃漲近4%。國家能源局6月發佈《關於報送整縣(市、區)屋頂分佈式光伏開發試點方案的通知》,目前全國各地正在進行分佈式光伏項目合作簽約。水發興業能源近期在山東齊魯化工區進行了分佈式光伏項目的佈局,其子公司與齊魯化工園區達成合作進行整區屋頂分佈式光伏開發。分析人士稱,以光伏、風電為代表的清潔能源受雙碳政策帶動,行業前景巨大,相關的系統集成企業將是推動政策落地的主力。同時,分佈式光伏整區(縣)項目地區差異大,國企作為政策落地的先行者,對各地分佈式光伏項目因地制宜、分批落地有示範帶動作用。

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