智通财经APP获悉，光伏股尾盘走高，截至发稿，彩虹新能源(00438)涨10.2%，报2.7港元；新特能源(01799)涨7.94%，报6.93港元；福莱特玻璃(06865)涨6.91%，报9.75港元；信义光能(00968)涨6.53%，报3.1港元；协鑫科技(03800)涨4.85%，报1.08港元。
消息面上，国家能源局发布1~8月份全国电力工业统计数据。数据显示，截至8月底，全国累计发电装机容量约31.3亿千瓦，同比增长14.0%。其中，太阳能发电装机容量约7.5亿千瓦，同比增长48.8%；风电装机容量约4.7亿千瓦，同比增长19.9%。
国金证券发布研报认为，美国大选风向转变，且对能源行业的态度或许正逐渐成为两党执政纲领中分歧与矛盾相对较小的领域，结合美联储降息预期临近落地，而新能源项目开发将是降息直接受益方向，两大因素共振有望驱动电新板块尤其是出海相关产业链情绪与预期的显著修复，建议加大相关标的配置。
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