异动解读 | 光伏产业政策和需求利好 信义玻璃大涨11.91%

异动解读
27 Sep 2024

信义玻璃(00868)股价今日盘中大涨11.91%,引起市场广泛关注。这主要与最新的光伏产业政策利好及需求前景向好等利好因素有关。

工业和信息化部近期发布的《光伏产业标准体系建设指南(2024版)》,明确以推动光伏产业高端化、智能化、绿色化、融合化发展为目标,加大相关标准建设力度,为推动光伏产业高质量发展指明了方向。

同时,分析人士预计,下半年光伏行业供给将得到优化,海外新兴市场的需求有望超预期,这将有利于整个光伏产业链的公司恢复正向现金流和业绩表现。

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