异动解读|信义光能盘中下跌5.11%,光伏行业供需失衡叠加需求前景低迷持续承压

行情直击
Jun 22

6月22日,信义光能盘中下跌5.11%,报2.23港元/股,成交额4070.0万港元。

消息面上,光伏行业供需失衡问题持续凸显,全球各环节产能已突破1000GW,5月组件开工率仅约35%,行业供需比接近2倍。国家强制标准《晶体硅光伏组件和逆变器能效限定值及能效等级》已进入发布前最终审批阶段,但机构指出淘汰低效产能预计不会改善短期供需格局。此外,光伏供应链需求前景低迷,行业竞争加剧,光伏板块近期持续走弱,同行业福莱特玻璃当日亦跌超5%。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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