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光伏指數調整4年,光伏ETF吸金百億
格隆匯 05-31 17:10
美國光伏龍頭第一太陽能股價連續創出歷史新高,最近3年翻兩倍。

根據InfoLink Consulting統計的2023全球組件出貨排名數據,中國光伏企業無論是出貨量還是營收均大幅領先。去年全球前九大光伏組件商均為中國企業,第一太陽能這家公司的產品出貨量排在全球第10。

神奇的是,出貨量排第10的第一太陽能總市值高達296億美元(約合2150億元人民幣),超過隆基綠能、通威股份,躍升為全球光伏組件市值第一的公司。

不得不説美股現在流動性是真充沛,稍微給些預期,股價就一飛沖天。

第一太陽能2023年報顯示,該公司全年實現8.31億美元淨利潤,其中約有6.6億美元來自政府補貼,佔比達到了80%,而2021年、2022年,該項收益為零。

多位業內人士稱,第一太陽能股價持續上升由其營收、淨利潤大升推動,背後是美國政府的鉅額補貼,而中國光伏企業面臨供需失衡導致產業鏈各環節價格下挫的局面,龍頭企業利潤承壓。

近兩年,中國光伏企業市值持續下降。最高峯時候,有13家公司的市值超過千億元,總市值達到了超過2.4萬億元,目前僅隆基綠能、陽光電源、通威股份市值超千億。

光伏ETF在2021年8月31日創下歷史新高後,開啟調整,截至今年5月30日,光伏ETF普遍跌超50%。光伏產業指數下跌中,華泰柏瑞基金光伏ETF吸金超百億,天弘基金光伏ETF吸金超30億。

在光伏產業鏈價格一路下滑、企業經營承壓背景下,中國光伏行業協會召開座談會,分析行業面臨的問題、產生的原因和應對措施。

會議指出,光伏行業有序發展,要推動有效市場和有為政府更好結合;規範管理地方政府的招商引資政策,建立全國統一大市場;加強對於低於成本價格銷售惡性競爭的打擊力度。同時,光伏企業和行業要杜絕惡性競爭,共同維護公平競爭秩序。

業內人士表示,中國光伏產業開啟上行週期的關鍵仍在於行業供需和企業的盈利能力,離不開用市場化的方式清退落後產能,需要依靠企業成本優勢和技術優勢。
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