今日港股光伏板塊全線高開大漲,引發市場廣泛關注。據分析,此輪光伏股大漲主要受到以下利好因素推動:
首先,中國光伏行業協會前期倡議設定光伏組件投標底價0.68元/W,避免發生低於成本價投標中標的情況。最近中節能公司光伏組件採購項目的中標價格顯著高於該底價,反映出行業協會這一倡議正逐步發揮效力。設置合理的投標底價,有望遏制行業內部不合理低價競爭,修復供給端秩序,利於提升企業盈利能力。
其次,有分析機構預計監管部門可能會出台提高電耗標準等政策措施,進一步推動行業供給側改革,加快落後產能的去化進程。這將為行業龍頭企業的業績修復創造有利條件。
此外,一些領先光伏企業如協鑫科技也在通過技術創新等方式降低生產成本,優化自身經營效益。以上利好因素的叠加,推動光伏股全線大漲,反映投資者對行業回暖前景持樂觀態度。
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