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光伏相關股普遍捱沽 協鑫科技(03800.HK)及新特能源(01799.HK)挫7%-12%
光伏相關股普遍捱沽,尤其是新特能源(01799.HK)股價三連跌兼失守牛熊線(18.94元),創近四個月低,現報18.1元即市低位,急挫12%,成交續增至1,021萬股。 近期跑贏同業的協鑫科技(03800.HK)今天也追跌7%,報2.3元,創逾四個月低,成交達9,096萬股,已接近昨天全日成交量9,482萬股。協鑫新能源(00451.HK)及卡姆丹克太陽能(00712.HK)反覆跌3.2%及6.8%,報6.1仙及20.4仙,前者屢創上市新低,後者創近兩年低。 中國有色金屬工業協會硅業分會本月8日曾表示,近期受多重因素的影響,部分供應鏈價格持續震盪上漲,衝擊晶硅光伏產業穩定運行。為避免安泰科採購發布的多晶硅價格被過度解讀、造成誤解,決定暫停該採購價格發布。該數據自2014年開始每周三定時發布,在行業有一定影響力。在此之前,多晶硅價格已在年內連續廿九周上漲,並創十年高,且無明顯回調跡象。目前,內地光伏原料-多晶硅價格已經突破每噸30萬元人民幣(下同)關口,而新能源電池原料-碳酸鋰時隔五個月後再次站上每噸50萬元。面對原料價格上漲,光伏組件企業紛紛提前鎖定貨源,發布大額採購合同。 恆指在科指跌幅擴至逾2%及工商分類指數跌1.6%拖累,曾失守昨天盤中所創逾十年半低位17,965,最低見17,952,現報17,988,續跌159點或近0.9%,但總成交額僅407億元。
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