港股异动 | 信义光能(00968)早盘涨超5% 光伏装机超预期 Q2起光伏玻璃或再现产能短板

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智通财经APP获悉，信义光能(00968)早盘涨超5%，截至发稿，涨4.03%，报6.19港元，成交额1.45亿港元。消息面上，3月25日，国家能源局发布1-2月份全国电力工业统计数据。截至2月底，全国累计发电装机容量约29.7亿千瓦，同比增长14.7%。2024年1-2月，光伏新增装机规模为3672万千瓦，同比增长80%。中泰证券指出，后续借鉴全球光伏市场化发展，预计消纳红线会逐步松绑，光伏需求...

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