中环新能源(01735)股价上涨5.34%,现报8.09港元,成交额2483.30万港元。
近日,中环新能源控股集团与国轩高科合作乌海300MW源网荷储项目、与安徽国能公司合作桐城市孔城镇光伏发电项目工程,相继开启光伏组件交付。此次两个组件项目应用场景及及客户需求均具有代表性,更是该公司构建“绿色朋友圈”的生动实践。
此外,华鑫证券认为,在供给端减产控产、硅片和电池库存较低的背景下,光伏上游产业链节前淡季涨价实现落地;展望节后,需求回暖、行业自律及供给侧政策落地效果有望超预期,产业链价格有望持续修复。
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