智通财经APP获悉,中环新能源(01735)早盘涨超6%,截至发稿,涨4.55%,报8.5港元,成交额2300.49万港元。
消息面上,光伏组件价格报价近期持续上涨,部分主流组件供不应求。据悉,3月组件排产环比增长35%以上,接近55GW,预计3-5月将持续高位。华创证券指出,受到国内政策影响,政策窗口期出现抢装,尤其是分布市场拉货力度上升,3-4月订单出现明显回升。
公开资料显示,中环新能源凭借在N型TOPCon高效电池技术领域的领先优势,确保产品在各种极端环境下功率输出稳定可靠。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。
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