10月7日,光伏设备制造商凯盛新能(01108)股价大涨22.59%,盘中最高涨幅达25.24%,引发市场广泛关注。
凯盛新能作为光伏设备和元器件制造龙头企业,近期有望受益于行业持续复苏。目前全球能源供应短缺及气候变化等因素持续推升光伏行业发展,各国政府政策大力支持新能源项目建设,为光伏设备制造商带来了巨大市场需求。
分析人士指出,随着光伏产品价格企稳回升,行业订单好转,凯盛新能作为国内顶尖设备供应商,在手订单持续增长。公司积极扩产,产能利用率有望显著提升,一定程度上推动盈利能力改善。短期内,凯盛新能股价受到资金追捧,具有较大上涨空间。
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