10月23日凌晨,大全新能源股价在夜盘盘中一度大涨13.26%,引发市场广泛关注。分析人士认为,这与美国政府拟放宽中国光伏产品进口关税政策存在直接关联。
当日,美国商务部发布消息,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,考虑撤销目前实施的反倾销和反补贴税。这一利好政策措施有望降低中国光伏企业产品在美国市场的销售成本,提高竞争力。
作为国内领先的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。此前因关税加征,其在美国出口一直受到不利影响。若关税政策获得调整,则有望推动公司在美业务增长,从而支撑股价上涨。
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