港股异动 | 光伏股全线走低 “531”抢装潮不及预期 机构预计抢装后市场需求将有所回落

智通财经
02 Jun

智通财经APP获悉,光伏股全线走低,截至发稿,新特能源(01799)跌6.25%,报3.9港元;信义能源(03868)跌6.19%,报0.91港元;福莱特玻璃(06865)跌5.88%,报7.84港元;信义光能(00968)跌4.64%,报2.26港元。

消息面上,根据国家能源局的数据,今年1-4月光伏新增发电装机容量达104.93GW,同比增长74.59%;仅4月单月,新增光伏装机便达到45.22GW,同比激增215%,环比大涨123%。据时代财经报道,按照市场预期,“抢装潮”在4月30日兑现后,会在6月1日前再次出现,以尽量拿下带有保障性的政策电价。但自3、4月的抢装潮结束后,最后一轮的抢装潮却未在5月出现。

中原证券指出,“430”和“531”光伏抢装拉动市场需求提升,单晶硅片供应量环比增长。进入五月下旬后,单晶硅片行业整体开工率在 55%左右,预计后续抢装后市场需求将有所回落,在生产端盈利压力、行业自律以及控产保价的的背景下,行业供给量有望减缓,加速落后产能淘汰。

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