港股异动 | 金阳新能源(01121)最高涨近6% 光伏产业链价格阶段见顶能源转型仍为光储装机需求底色

智通财经2025-04-23

智通财经APP获悉，金阳新能源(01121)最高涨近6%，截至发稿，涨5.88%，报1.8港元。中金发布研报称，春节结束后抢装潮带来产业链价格的明显反弹，当前虽然排产仍居高位，但工商业光伏以及市场化交易新老划断节点临近，部分环节出现一定抢出货的现象，叠加丰水期逐渐临近，市场上逐渐出现价格下行的预期，多晶硅期货近段时间以来下行趋势明显。在后续机制电价尚未明确的情况下，地面电站IRR测算尚不明朗，需求...

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港股异动 | 金阳新能源(01121)最高涨近6% 光伏产业链价格阶段见顶 能源转型仍为光储装机需求底色

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港股异动 | 金阳新能源(01121)最高涨近6% 光伏产业链价格阶段见顶能源转型仍为光储装机需求底色