智通财经APP获悉，金阳新能源(01121)午后涨超11%，截至发稿，涨11.8%，报1.8港元，成交额180.33万港元。
消息面上，2月10日召开的国常会提出要化解重点产业结构性矛盾等问题。国盛证券指出，光伏行业从去年四季度开始启动行业自律管理，优化供给结构。关注光伏供给侧改革持续性和后续进展。华泰证券则指出，在新一轮的政策预期下，XBC、HJT、TOPCon3.0 等技术有望成为下一轮光伏发电主流技术。
据悉，24年9月，金阳新能源公布，其间接全资附属公司金阳（泉州）已与福建巨能电力有限公司、隆基绿能订立合资协议。订约方决定设立合资公司生产HBC太阳能电池，将隆基的西安航天产业基地四条PERC生产线升级为高效率HBC生产线，并由隆基或其关联公司进一步封装成组件销售。公司指，董事认为集团将能借本次合作商业化HBC产品技术，并在未来复制此合作模式，以为股东带来优异的回报。
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