智通财经APP获悉，金阳新能源(01121)早盘涨近10%，截至发稿，涨8%，报1.89港元，成交额97.71万港元。
长江证券发布研报称，今年光伏设备订单仍然受制于行业扩产趋势放缓，但由于头部BC厂商扩产相对积极，且单GW价值量相对较高，增益BC技术的设备。今年预计BC扩产达到50-60GW，预计提供订单韧性。今年以来光伏行业政策层面进一步深化反内卷竞争，行业反内卷下尽管对产能的扩张进行了限制，但对高质量、高转换效率的产品的要求没有改变。重点关注TOPCon+工艺的应用及BC扩产需求落地。
公开资料显示，2024年9月，金阳新能源与巨能电力（钧石能源）、隆基绿能设立合资公司，将隆基的西安航天产业基地四条PERC产线升级为HBC生产线。此外，金阳新能源于2025年4月披露公告，福建金石（钧石能源）与义乌晶澳拟设立合资公司将4GW PERC产能升级改造为HBC产能，金阳新能源将为合资公司提供HBC电池专利技术使用权。
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