美股異動丨重磅會議政策提振,中概光伏股盤前走強,大全新能源升超6%
美股市場中概光伏股盤前走強,其中,大全新能源升超6%,阿特斯太陽能和晶科能源升超4%。消息面上,近日在工業和信息化部電子信息司指導下,中國光伏行業協會召開“光伏行業高質量發展座談會”。會議指出,光伏行業是市場化程度非常高的行業,更宜通過市場化的手段解決目前的行業困境,但也應充分發揮好政府有形手的作用,包括加強對於低於成本價格銷售惡性競爭的打擊力度;鼓勵行業兼併重組,暢通市場退出機制等。瑞銀髮表點評報吿指,此次是行業協會首次建議規範產能擴充,雖然上述政策並非強制性,但消息反映政府有決心控制供應,推動市場健康發展,而潛在併購、退出及地方政府支持控制新增產能,將會指向長遠更有秩序的擴張。瑞銀認為,行業主要供應鏈面對現金成本虧損的挑戰,相信產能使用率將會減低,特別是低端或現金狀況較差的行業參與者,有助行業供需趨向改善,目前企業盈利可能已見谷底,價格潛在提升及供應控制,將會推動行業評級重估。

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