港股异动 | 光伏股延续跌势 多晶硅收储平台已成立传闻不实 后续新增装机需求仍待观察

智通财经
Oct 17

智通财经APP获悉,光伏股延续跌势,截至发稿,福耀玻璃(03606)跌4.89%,报68.1港元;新特能源(01799)跌4.64%,报7.81港元;信义光能(00968)跌3.8%,报3.54港元;福莱特玻璃(06865)跌2.77%,报11.23港元。

消息面上,据证券时报报道,光伏行业多晶硅收储方案进展是业内关注的焦点话题,近期有传闻显示,多晶硅收储平台已经成立,其中,平台公司工商注册完成,共管账号也已开立。针对这一情况,从业内权威人士处获悉,该传闻消息不实。此外,光伏协会澄清“连开三天会”传闻:是协会月度会。

值得注意的是,在经历今年的531抢装潮过后,国内光伏月度新增装机量已经连续三个月下滑,其中,8月新增装机为7.36GW,同比下降55.29%,环比下降33.33%。国信证券表示,后续光伏企业盈利情况主要取决于产能出清节奏与上网电价市场化后的光伏装机需求。

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