今日(10月25日)港股盘中,凯盛新能(01108)股价大涨13.59%,报4.630港元/股,成交量3.48亿股,振幅16.97%,引发市场广泛关注。
消息面上,近期光伏产业链利好频频出台。中国光伏行业协会发布通告,明确组件最低成本价0.68元/W,有助于限制行业无序价格竞争,为光伏板块带来利好。另外,9月国内光伏新增装机容量环比大幅增长26.9%,结束连续两个月走弱局面。
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关税范围的可能。分析师看好光伏政策呵护当前行业拐点向上,利好板块中期表现。作为光伏龙头企业之一,凯盛新能业绩或将受益于上述利好因素。
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