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港股异动 | 保利协鑫能源(03800)跌超6%领跌光伏股 多地暂缓屋顶光伏发电项目上马

智通财经 ·  {{timeTz}}

智通财经APP获悉,光伏股早盘集体走低,截至发稿,保利协鑫能源(03800)跌6.34%,报3.1港元;新特能源(01499)跌3.49%,报17.7港元;北控清洁能源集团(01250)跌2.97%,报0.098港元;信义光能(00968)跌2.3%,报13.58港元;福莱特玻璃(06865)跌2.05%,报33.4港元。

消息面上,11月22日,河南省发改委印发通知,要求平稳有序推进屋顶光伏发电建设。但作为试点地区的河南邓州市此前已印发通知,严禁企业扰乱当地屋顶试点开发工作。近期,网上流传的湖南常德市发改委《关于暂停新增光伏发电项目备案的通知》也引发热议。这份通知提到,根据省发改委《关于开展全省“十四五”风、光资源开发利用规划编制工作的通知》要求,该委组织各区县市申报了“十四五”拟开发的风、光项目。通过初步摸底,各区县市申报项目远远超过电网可消纳能力,经研究决定,全市暂停新增光伏发电项目备案工作(包括地面和屋顶),待明确全市“十四五”拟开发项目后,再行启动。已纳入全国整县屋顶光伏试点范围的武陵区除外。今年7月,广东省韶关市也暂缓了部分屋顶光伏项目备案工作。

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