金吾财讯 | 光伏太阳能股多数走强，截至发稿，信义能源(03868)涨6.12%，信义光能(00968)涨3.35%，信义玻璃(00868)涨2.96%，协鑫科技(03800)涨1.77%，彩虹新能源(00438)涨2.49%，福莱特玻璃(06865)涨2.29%，阳光能源(00757)涨1.45%，新特能源(01799)涨1.55%。消息面上，从消息人士处获悉，近日光伏硅料环节主要企业再度召开会议，对硅片上半年配额重新调整。目前，光伏行业正在进入抢装潮，组件价格近期连续上涨，据业内人士透露，抢装潮中有个别企业出现了超比例生产。中信证券日前表示光伏板块值得重点关注。产业链价格触底回升且企业行为的变化对产业链价格形成支撑；在2030年全国可再生能源消费目标的指引下需求具有韧性；供给侧改革政策预期对于推动去产能和产品效率提升具有支撑；产业中技术升级还在持续，产品质量的升级可以预见，甚至部分企业的转型可以期待。该行建议关注推动技术进步的龙头企业和产业链、具备成本优势的龙头企业等。
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