今日(10月25日)港股早盘,凯盛新能(01108)股价大涨5.07%,现报4.560港元/股。作为光伏行业知名公司,凯盛新能的股价表现与近期光伏产业链利好因素密切相关。
消息面上,中国光伏协会近期发布通告,规范低价投标行为,明确组件最低成本价0.68元/W,有助于限制行业无序竞争,为光伏板块带来利好。国家能源局数据也显示,9月国内光伏新增装机容量已改变连续两个月走弱的趋势,环比大幅增长逾26%。
此外,美国贸易政策出现适度松动迹象,不排除进一步扩大豁免中国光伏产品征税范围的可能性。分析师普遍认为,随着上述利好政策出台,光伏板块已见拐点,可期待政策进一步呵护行业发展,板块中期表现可期。
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