光伏产业链景气度抬升 7月以来14只概念股获机构调研

智通财经
Aug 18
【光伏产业链景气度抬升 7月以来14只概念股获机构调研】近日,光伏产业链涨价行情持续发酵,8月17日多晶硅现货价格再度上行,硅片、电池片等环节价格同步跟涨。上海有色网数据显示,当日多晶硅N型复投料单价上涨0.95元/千克,报40.4元/千克;N型致密料单价上涨1元/千克,报40元/千克,产业链涨价态势延续。从A股市场来看,7月21日以来,光伏板块出现明显反弹,Wind光伏指数震荡走高,区间累计涨幅超过14%。从个股看,7月21日以来,有34只光伏板块个股涨幅超过10%,聚和材料、罗博特科累计涨幅均超过40%,弘元绿能涨幅超过30%,通威股份、拉普拉斯等涨幅超过20%,博威合金、协鑫集成、东方日升、阳光电源等均涨超15%。以7月以来机构调研统计,有14只概念股获得调研。罗博特科获调研的数量居首,达到138家;晶科能源、华电新能、阳光电源、阿特斯获调研的数量均在30家及以上。

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