Tiger Brokers

光伏太阳能概念多股活跃 福耀玻璃（03606）涨3.60%、福莱特玻璃（06865）涨3.11%

金吾财讯
Oct 23

金吾财讯 | 港股光伏太阳能股多股活跃，截至发稿，北京能源国际（00686）涨4.35%，福耀玻璃（03606）涨3.60%，福莱特玻璃（06865）涨3.11%，蓝思科技（06613）涨2.31%，信义能源（03868）涨1.41%，信义玻璃（00868）涨1.28%，水发兴业能源（00750）涨1.15%。中银证券表示，光伏方面，“反内卷”、“太空光伏”是2026年光伏投资双主线。2026年政府工作报告明确我国将加快发展卫星互联网，太空光伏产业链有望同步受益于海内外卫星发射数量提升。太平洋证券指出，近期，工信部就《光伏组件安全要求》（GB47739-2026）、《光伏组件铭牌标识要求》（GB47740-2026）、《晶体硅光伏组件和逆变器能效限定值及能效等级》（GB47834-2026）、《硅多晶和锗单位产品能源消耗限额》（GB29447-2026）、《硅单晶单位产品能源消耗限额》（GB47835-2026）等五项光伏强制性国家标准发布常见问题解答（共17问），明确强标执行口径。此前8月初，业内八家硅料企业联合发布倡议书，承诺杜绝低于完全成本价销售（含招投标报价）、严格执行能耗标准、自愿主动削减能耗超标与技术落后产能。该机构表示，多晶硅价格运行逻辑已由单纯的供需博弈转向“基本面+政策驱动”双驱动。

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