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發力光伏組件板塊 通威股份(600438.SH)逆勢大漲超7%
格隆匯 08-19 13:10
格隆匯8月19日丨光伏概念股集體下跌之際,硅料龍頭通威股份(600438.SH)卻逆勢大漲,盤中漲超7%報61.38元,爲連續第5日上漲,股價創逾1個月新高,市值超2700億元。8月17日,華潤電力第五批光伏項目光伏組件設備集中採購中標候選人公示,通威太陽能、億晶光電、隆基入3家企業入圍。有媒體稱,此次集採將選擇一家組件供應商作爲第一中標候選人,若無異議,通威將獲得本次華潤3GW組件設備採購大單。若中標此次央企集採大單,也意味着通威正式發力光伏組件板塊。另外,通威股份在8月17日公佈業績顯示,上半年淨利潤同比增長逾3倍達到122億元,並在二季度獲北上資金、社保基金加倉,傅鵬博管理的睿遠成長價值混合基金新進成爲公司第十大流通股東。同日,公司公告稱新增合計280億元投資年產40萬噸高純晶硅項目。

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