2024年10月23日,大全新能源(DQ.us)盘前股价大涨逾17%,最高触及22.19美元,引发市场高度关注。这与近日美国政府调整中国光伏进口关税政策存在直接关联。
根据美国商务部的最新公告,他们将启动"变更情况审查",考虑部分撤销目前对中国进口的部分小型晶体硅光伏电池产品征收的反倾销和反补贴税。此举可大幅降低相关光伏产品进入美国市场的成本和壁垒,将有利于提高中国光伏企业在当地的竞争力,推动其产品在美销量及业绩增长。
作为光伏电池和组件生产的行业龙头企业,大全新能源在美国市场占有一定份额。若光伏进口关税得到调整,不仅有望推动公司在美业务发展,还将极大增厚企业收益。市场高度看好这一利好政策对大全新能源的直接利好影响,推升公司股价出现盘前大涨。
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