港股异动 | 光伏股集体高开 多家光伏组件厂商回应产品涨价传闻属实

智通财经
31 Oct 2024

智通财经APP获悉,光伏股集体高开,截至发稿,新特能源(01799)涨4.13%,报11.1港元;信义光能(00968)涨3.12%,报3.97港元;协鑫科技(03800)涨2.41%,报1.7港元;福莱特玻璃(06865)涨2.32%,报15.86港元。

消息面上,10月30日消息,市场传闻多家光伏龙头上调组件出货价格,当日,多家光伏头部企业就涨价作出回应。晶澳科技表示,市场上分销渠道价格略有调整。公司会密切关注市场动态和用户需求,基于对市场趋势、成本、订单情况等因素做全面考量,同时会根据市场环境的变化持续评估和动态调整定价策略。另外,隆基绿能回应光伏组件涨价传闻,公司光伏组件价格上涨1—2分/瓦消息属实。隆基绿能人士表示,组件价格随行就市调整。

此前,中国光伏行业协会微信公众号发布《光伏组件当前成本分析:低于成本投标中标涉嫌违法》的文章,文中指出,光伏组件是需要稳定运行20—25年的产品,相比价格,质量才是最关键的考量因素,0.68元/W的成本已经是当前行业优秀企业在保证产品质量前提下的最低成本。

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