异动解读 | 协鑫科技盘中大涨9.4%,光伏产业链强劲,去年新增装机量暴增

异动解读
Feb 07, 2025

协鑫科技(03800.HK)今日盘中股价大涨9.4%,引发市场广泛关注。

消息面上,光伏行业整体表现向好。数据显示2024年全国光伏新增装机量达277.17GW,同比大增28%,为行业带来新的增长动能。同时,假期内光伏产业链上游硅料等产品价格暂稳,且电池厂备货充足,将缓解供需错位对价格的负面影响,有利于提高行业盈利能力。

作为光伏龙头企业,协鑫科技有望充分受益于行业景气度提升。公司最新财报显示营收规模达97.11亿港元,净利虽亏损但市盈率维持12.54倍,投资评级机构普遍看好公司未来发展前景。

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