港股光伏板块今日全线高开大涨,其中新特能源涨幅达14.87%,引发市场广泛关注。分析指出,当前光伏股大涨主要有以下几个利好因素:
一是行业协会倡议设置光伏组件投标底价0.68元/W,避免低于成本价中标,中节能2024年组件采购项目的中标价格也大幅高于此底价,体现了行业协会倡导的效力逐步兑现。行业合理定价有望修复供给侧乱象,助力行业去年产能,为企业盈利能力改善再添利好。
另一方面,业内机构预计监管层可能会出台提高电耗标准等政策措施,进一步推动行业供给侧改革,加快落后产能的去化进程,从而为光伏龙头企业提振业绩创造良机。
此外,领先光伏企业如协鑫科技也在通过技术改进降低生产成本,优化自身经营效益。以上种种有利因素叠加,助推光伏板块上攻,投资者继续看好行业回暖前景。
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