光伏ETF基金涨近9%，隆基绿能等10余股涨停，机构：产能出清信号或将趋强_老虎社区_美港股上老虎

光伏ETF基金涨近9%，隆基绿能等10余股涨停，机构：产能出清信号或将趋强

21世纪经济报道2024-10-25

10月25日，光伏概念股上演涨停潮，隆基绿能、通威股份、tcl中环、爱旭股份、晶澳科技、钧达股份、大全能源等10余股涨停。相关ETF方面，截至收盘，科创新能源ETF（588830）涨幅达10.18%，成交额近3亿元；光伏ETF基金（159863）收涨8.71%，成交额超4000万元，全天交投活跃。从消息面观察，中国光伏行业协会通过其官方公众号发布了一项重要通告，明确指出光伏组件若以低于成本价投标并...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2478670689?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-10-25 16:19","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2478670689","market":"sh","top_or_hot":-1,"title":"光伏ETF基金涨近9%，隆基绿能等10余股涨停，机构：产能出清信号或将趋强","media":"21世纪经济报道","content":"<div>\n<p>10月25日，光伏概念股上演涨停潮，隆基绿能、通威股份、tcl中环、爱旭股份、晶澳科技、钧达股份、大全能源等10余股涨停。相关ETF方面，截至收盘，科创新能源ETF（588830）涨幅达10.18%，成交额近3亿元；光伏ETF基金（159863）收涨8.71%，成交额超4000万元，全天交投活跃。从消息面观察，中国光伏行业协会通过其官方公众号发布了一项重要通告，明确指出光伏组件若以低于成本价投标并...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241025162832a1e986bd&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>光伏ETF基金涨近9%，隆基绿能等10余股涨停，机构：产能出清信号或将趋强</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n光伏ETF基金涨近9%，隆基绿能等10余股涨停，机构：产能出清信号或将趋强\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-25 16:19 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241025162832a1e986bd&s=b><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月25日，光伏概念股上演涨停潮，隆基绿能、通威股份、tcl中环、爱旭股份、晶澳科技、钧达股份、大全能源等10余股涨停。相关ETF方面，截至收盘，科创新能源ETF（588830）涨幅达10.18%，成交额近3亿元；光伏ETF基金（159863）收涨8.71%，成交额超4000万元，全天交投活跃。从消息面观察，中国光伏行业协会通过其官方公众号发布了一项重要通告，明确指出光伏组件若以低于成本价投标并...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241025162832a1e986bd&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0181495838.USD","symbol_name":"施罗德新兴亚洲A Acc","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241025162832a1e986bd&s=b","article_id":"2478670689","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241025162832a1e986bd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2478670689","pubTimestamp":1729844384,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"10月25日，光伏概念股上演涨停潮，隆基绿能、通威股份、tcl中环、爱旭股份、晶澳科技、钧达股份、大全能源等10余股涨停。国金证券表示，光伏行业协会连续出手维护行业生态与公平竞争秩序，助力行业景气筑底反转；供给侧洗牌仍将由市场化力量主导，预计2024Q4—2025Q1产能出清信号或将趋强，有望进一步加强市场对行业筑底、供需关系改善信心的建立。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159857":"光伏ETF","515790":"光伏ETF华泰柏瑞","601012":"隆基绿能","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU1997245177.USD":"安联神洲A股基金","BK0224":"电气机械","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK0188":"融资融券","LU2348773727.SGD":"Aberdeen Standard SICAV I - Asian Sustainable Development Equity A Acc SGD-H","BK0187":"一线龙头","LU0048580855.USD":"富达大中华区A","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK0028":"国家队","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU1146622755.USD":"安本中国A股股票基金A Acc","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK0201":"可转债","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","BK0054":"太阳能发电","LU0140636845.USD":"施罗德大中华区股票A Acc","BK0175":"白马股","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","LU2348774022.SGD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc SGD-H","LU1820825898.SGD":"Aberdeen Standard SICAV I - China A Share Equity A Acc SGD-H","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU0228659784.USD":"施罗德金砖四国基金","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","BK0196":"行业龙头","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2153591404.USD":"Aberdeen Standard SICAV I - Asian Sustainable Development Equity A Acc USD","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU2153592121.USD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc USD"},"translate_title":"Photovoltaic ETF funds rose nearly 9%, and more than 10 stocks such as LONGi Green Energy rose by the daily limit. Institutions: The signal of clearing production capacity may become stronger","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159857":1,"515790":1,"601012":1},"content_text":"10月25日，光伏概念股上演涨停潮，隆基绿能、通威股份、tcl中环、爱旭股份、晶澳科技、钧达股份、大全能源等10余股涨停。相关ETF方面，截至收盘，科创新能源ETF（588830）涨幅达10.18%，成交额近3亿元；光伏ETF基金（159863）收涨8.71%，成交额超4000万元，全天交投活跃。从消息面观察，中国光伏行业协会通过其官方公众号发布了一项重要通告，明确指出光伏组件若以低于成本价投标并中标，将涉嫌违法，并同步公布了最低成本价标准为0.68元/瓦。华创证券对此分析指出，0.68元/瓦的成本底线将有效规范市场竞争，助力光伏组件价格步入新的发展阶段。国金证券表示，光伏行业协会连续出手维护行业生态与公平竞争秩序，助力行业景气筑底反转；供给侧洗牌仍将由市场化力量主导，预计2024Q4—2025Q1产能出清信号或将趋强，有望进一步加强市场对行业筑底、供需关系改善信心的建立。国金证券还指出，光伏板块股价底部不知不觉中逐步抬高，基本面、预期、机构持仓等多重底部明确。当前最看好的方向：（1）强α公司：格局高度稳定环节中的绝对龙头+2024年业绩显著优于同业的公司；（2）边际改善（储逆、辅材）：储逆板块2024Q3利润有望连续环增；辅材龙头盈利优势幅度大、持续经营能力强、2024Q3盈利低点基本确认；（3）新技术（设备龙头）：新技术迭代不受行业景气度羁绊，核心是新产品的性价比优势，“破坏式” 创新或是打破当前电池组件环节同质化竞争激烈的必由之路，交易策略角度也更适合当前 “无人问津” 时进行埋伏；（4）随着2024Q4可能出现的景气度拐点临近，资产负债表强劲、新技术研发储备领先的主链龙头公司也正逐渐进入（基本面）左侧布局窗口。西部证券认为，近期光伏行业涨幅较大，主要系行业供给侧政策预期及光伏组件价格转向，目前行业逐步从底部开始好转，供给侧出清在即，光伏组件价格上涨有望改变全行业亏损现金的情况。预计产业集中度向头部集中。东吴证券认为，供给侧结构性改革或有望进行外部控产，加速行业底部出清，进一步规范产能秩序。最低价限制可解决招投标唯 “低价” 论，避免小企业恶性低价竞争，目前龙头与二线成本差距依然明显，利好龙头的高质量产品中标，推动行业健康发展，推动龙头集中度进一步提升。首先，持续看好储能加持的逆变器；其次，看好格局稳定、头部优势明显的辅材龙头；最后，具备成本及海外渠道优势的组件以及供给侧结构性改革预期下或有望受益的硅料环节及主链龙头。中银国际表示，中国光伏行业协会披露光伏产业链成本数据，若出现光伏组件低于成本价中标，以及低于成本价中标后可能出现的以次充好、不能履约的行为，协会将考虑采取全行业通报、向市场监管部门举报等方式，加强行业自律。光伏供给侧结构性改革持续推进，产业链利润或修复。川财证券认为，当前光伏产业价格竞争已进入出清阶段，在光伏行业协会的自律约束下，供给侧结构性优化将有望得到推进，具备先进产能且成本控制较好的优质企业有望率先走出周期。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}