光伏行业整体处于生产能力过剩但下游需求不足的困境,导致凯盛新能源(01108)等个股今日盘中遭遇重挫。凯盛新能源盘中一度大跌15.83%,报5.2港元/股,成交额高达1.8亿港元。
分析人士指出,当前光伏行业全产业链处于亏损状态,各环节自8月起陆续减产以达到动态均衡,但海外需求不振又令下游弱势传导至上游。同时美国再度收紧针对中国及东南亚部分国家的光伏产品关税政策,也为行业发展增添不确定因素。
凯盛新能源凭借在光伏材料及设备制造等环节的业务布局而受到连锁影响。行业困境难解决,公司盈利压力短期内将持续存在,投资者避险情绪引发股价重挫。
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