光伏板塊捱沽 協鑫系等多隻股份破底 內地監管部門規範光伏業炒作抬價等行為
受疫情反覆及下游需求大幅增長等因素影響,近期內地光伏產業部分環節產品價格持續急漲,促使監管部門日前約談光伏企業,規範借機炒作哄抬價格等行為。相關股今天全面跑輸,尤其是協鑫新能源(00451.HK)四連跌,今天破底曾見3.7仙創上市新低, 現報4仙,急挫33%,成交激增至11.1億股,涉資4,576萬元;母企協鑫科技(03800.HK)也三連跌,今天跌破5月所創52周低位2.14元,曾挫12.7%低見1.93元(較上周五收市價更累挫24%)創年半低喘定,現報2.09元,續跌5.4%,成交續增至3.08億股,涉資6.28億元。
陽光能源(00757.HK)跌5.8%報0.229元創近兩年低;水發興業能源(00750.HK)跌4.8%曾低見0.78元創約21個月低。新特能源(01799.HK)跌逾1.5%曾低見15.42元創逾五個月低;卡姆丹克太陽能(00712.HK)續跌逾2%報0.18元。山高新能源(01250.HK)跌6.8%報5.5仙。
福萊玻璃(06865.HK)及信義能源(03868.HK)跌逾2.5%-3%,分別低見16.92元及2.05元,分別創逾兩年及近兩年半低。藍籌信義光能(00968.HK)五連跌,股價曾跌4%低見7.51元創逾兩年低。
國家工信部、市監局及能源局等部門近期集體約談部分多晶硅骨幹企業及行業機構,引導相關單位加強自律自查和規範管理,要求自覺規範銷售行為,不搞囤積居奇、借機炒作等哄抬價格行為;要求合理釋放已建產能,適度加快在建合規項目建設步伐,對後續新建產能大規模投產要提前研判及防範風險。下一步,相關部門將進一步強化監督管理,針對行業出現的哄抬價格及壟斷制售假冒偽劣產品等違法行為加強查處及嚴厲打擊。
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