港股異動 | 光伏股走高 彩虹新能源(0438.HK)大漲近13%
格隆匯5月23日丨彩虹新能源大漲近13%,協鑫新能源、順風清潔能源漲超4%,信義玻璃、信義能源漲超1%。個股方面,彩虹新能源與協鑫集成簽訂戰略合作協議,預估合同額20.21億元。另外,浙江實施“風光倍增工程”,新增光伏裝機力爭達到1500萬千瓦。此外,歐盟計劃到2025年將光伏發電翻番,中信證券預計2022年歐洲新增光伏裝機有望超過40GW,同比增長超過54%。全球新增光伏裝機有望達到230GW,同比增長超過30%,且需求節奏有望逐季改善。

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