10月23日,大全新能源在盘前交易中股价大涨12.44%,引发市场广泛关注。分析人士认为,这与美国政府拟调整中国光伏产品关税政策有直接关系。
当日凌晨,美国商务部发布公告称,计划对部分中国进口的小型晶体硅光伏电池产品启动"变更情况审查"(CCR),考虑撤销目前实施的反倾销和反补贴税。此举有望为中国光伏企业在美市场销售相关产品扫清障碍。
作为国内领先光伏电池组件制造商,大全新能源在美国市场占有一定份额。如果关税获得调整,将显著降低其产品在美销售成本,提升竞争力,推动在美销量及业绩双双增长,从而支撑股价上涨。
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