2024年10月25日,新特能源(01799)盘中大涨18.04%,报收9.36港元,成为市场焦点。
近期光伏产业利好消息频传,令资金大举涌入光伏股。首先,中国光伏行业协会发文警示低于成本价中标违法,并公布0.68元/瓦最低成本底线价,有望限制无序价格战。
此外,9月国内光伏新增装机容量环比大幅增长26.9%,打破连续两月走低态势。而美国方面,商务部也启动审查程序,考虑放宽对中国光伏电池征收的反补贴税,意味着出口政策或将进一步放宽。
多家券商机构坚定看好光伏板块,预计后续还会有更多政策呵护行业复苏。作为行业龙头企业,新特能源受到资金追捧,主力资金当日净流入超2800万港元。分析人士认为,供需两端利好将有助推动光伏产品价格回升、盈利能力修复,新特能源业绩有望企稳回升。但行业复苏仍存在不确定性,需持续关注后续政策以及市场变化。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.