智通财经APP获悉，中环新能源(01735)涨超8%，截至发稿，涨8.46%，报9.49港元，成交额2349.04万港元。
消息面上，受光伏抢装潮影响，供应链价格近日迎来持续上涨。行业机构InfoLink Consulting日前披露的最新价格显示，产业链中下游环节产品出现不同程度的上涨。华泰期货指出，在终端抢装机预期下，硅片、电池片及组件价格均有回暖，电池出货紧张，库存持续下滑，大版型210rn缺货，组件分布式抢装订单较多，短期内且各组件厂家多反馈后库存维持去库态势，近期多在积极接单。
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。此前，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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