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光伏股再度飙升 协鑫新能源大涨近9%

新浪港股 ·  {{timeTz}}

光伏股再受捧,协鑫新能源大涨近9%,阳光能源涨近8%,信义光能涨逾6%。此外,追踪A股光伏股的南方中证光伏ETF(3134.HK)继续攀升近2%,净值再创上市以来新高。其中南方中证光伏持仓的阳光电源(300274.SZ),现涨3.83%;隆基股份(601012.SH)再创上市以来新高。

中国光伏行业协会预计,今年全球光伏年均新增装机150至170GW,当中中国年新增规模在55至65GW,“十四五”年均光伏新增规模70至90GW。此外,今年首五个月光伏产品出口额约98.6亿美元,同比增长35.6%。

另一方面,工信部电子信息司副巡视员侯建仁称,中国光伏产业上半年,包括多晶硅、硅片、电池组件产量分别达到23.8万吨、105GW、92.4GW、80.2GW,同比增长16.1%、40%、56.6%、50.5%。

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