金吾财讯 | 港股光伏太阳能板块局部强势，截至发稿，凯盛新能（01108）涨5.16%，协合新能源（00182）涨4.55%，钧达股份（02865）涨1.01%，北京能源国际（00686）涨0.75%。消息面上，国家能源局发布数据：截至今年7月底，全国光伏发电装机容量达到12.86亿千瓦。光伏发电的装机容量首次超过煤电，成为装机规模最大的电源品类。光伏发电装机“登顶”，释放出中国能源转型有力推进的清晰信号。国家能源局方面表示，目前，我国已形成全球最完整、竞争力最强的光伏产业链。组件制造技术多点开花，晶硅电池转换效率全球领先，钙钛矿电池等下一代技术研发加速推进。我国光伏组件产量占全球约80%，为世界各国绿色低碳转型贡献了“中国智慧”“中国方案”。
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