异动解读 | 大全新能源夜盘大涨6.63%,供应侧改革和花旗"买入"评级提振股价

异动解读
23 Jul

大全新能源(DQ)在夜盘交易时段股价大涨6.63%,引发市场广泛关注。这一涨势延续了白天交易时段的强劲表现,当时该股曾上涨超过15%。

此次涨势主要受两大因素推动:首先,多晶硅行业的供应侧改革正在推动主要多晶硅股票上涨。花旗银行发布研报指出,从保护性关税转向市场化关税正在减缓太阳能产能新增,可能迫使小型多晶硅供应商退出市场,同时潜在的政府协助产能收购可能惠及较大型多晶硅企业。其次,花旗银行首次给予大全新能源"买入"评级,认为供应侧改革带来的利润转机可能引发对太阳能行业的重新评价。

此外,大全新能源近期公布的一项技术专利也可能对投资者信心产生积极影响。公司的"多晶硅还原炉余热梯级利用系统"专利进入公布阶段,该系统通过多级闪蒸罐和输送泵实现冷却水余热的梯级利用,有望显著优化余热利用率并提升能源转化效率,进一步强化公司在多晶硅生产领域的技术优势。

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