港股异动 | 光伏股延续跌势组件需求量持续走弱机构预计全年组件排产增速或仅为个位数

智通财经06-27

智通财经APP获悉，光伏股延续近期跌势，截至发稿，信义玻璃(00868)跌5.71%，报8.58港元；信义光能(00968)跌3.25%，报3.87港元；福莱特玻璃(06865)跌2.52%，报11.6港元；新特能源(01799)跌0.51%，报7.8港元。国泰君安期货指出，全球光伏装机依旧能维持较高增速，但组件需求量则持续走弱。预计2024年全球光伏新增装机503GW，同比增长 15%。节奏性上...

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2446030576?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-06-27 14:16","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2446030576","market":"us","top_or_hot":-1,"title":"港股异动 | 光伏股延续跌势 组件需求量持续走弱 机构预计全年组件排产增速或仅为个位数","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，光伏股延续近期跌势，截至发稿，信义玻璃(00868)跌5.71%，报8.58港元；信义光能(00968)跌3.25%，报3.87港元；福莱特玻璃(06865)跌2.52%，报11.6港元；新特能源(01799)跌0.51%，报7.8港元。国泰君安期货指出，全球光伏装机依旧能维持较高增速，但组件需求量则持续走弱。预计2024年全球光伏新增装机503GW，同比增长 15%。节奏性上...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1141429.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","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>港股异动 | 光伏股延续跌势 组件需求量持续走弱 机构预计全年组件排产增速或仅为个位数</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港股异动 | 光伏股延续跌势 组件需求量持续走弱 机构预计全年组件排产增速或仅为个位数\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-27 14:16 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1141429.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，光伏股延续近期跌势，截至发稿，信义玻璃(00868)跌5.71%，报8.58港元；信义光能(00968)跌3.25%，报3.87港元；福莱特玻璃(06865)跌2.52%，报11.6港元；新特能源(01799)跌0.51%，报7.8港元。国泰君安期货指出，全球光伏装机依旧能维持较高增速，但组件需求量则持续走弱。预计2024年全球光伏新增装机503GW，同比增长 15%。节奏性上...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1141429.html\">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":"BK1148","symbol_name":"建筑与工程","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1141429.html","article_id":"2446030576","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2446030576","pubTimestamp":1719468985,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"国泰君安期货指出，全球光伏装机依旧能维持较高增速，但组件需求量则持续走弱。节奏性上来看，以组件排产为锚点，考虑欧洲及我国组件库存压力叠加美国新关税制度，预计三季度组件排产环比回落，四季度排产受年底抢装而有一定支撑但支撑难言夯实，预计全年组件排产增速或仅为个位数。今年5月，中国光伏行业协会会议指出，加强对于低于成本价格销售恶性竞争的打击力度，鼓励行业兼并重组，畅通市场退出机制。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK1148":"建筑与工程","01799":"新特能源","07226":"XL二南方恒科","06865":"福莱特玻璃","BK1589":"北水核心资产","BK1169":"半导体设备","BK1500":"做空集合股","SG9999014674.SGD":"Nikko AM All China Equity A SGD","BK1594":"碳中和概念股","BK1554":"光伏太阳能股","HSCEI":"国企指数","BK1105":"建筑产品","00968":"信义光能","00868":"信义玻璃","YANG":"三倍做空富时中国ETF-Direxion","HSTECH":"恒生科技指数"},"translate_title":"Hong Kong stocks changed, photovoltaic stocks continued to decline, and module demand continued to weaken. Institutions predict that the annual module production growth rate may only be single digits","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"07226":1,"HSCEI":1,"HSTECH":1,"YANG":1,"00868":0.9,"00968":0.9,"01799":0.9,"06865":0.9},"content_text":"智通财经APP获悉，光伏股延续近期跌势，截至发稿，信义玻璃(00868)跌5.71%，报8.58港元；信义光能(00968)跌3.25%，报3.87港元；福莱特玻璃(06865)跌2.52%，报11.6港元；新特能源(01799)跌0.51%，报7.8港元。国泰君安期货指出，全球光伏装机依旧能维持较高增速，但组件需求量则持续走弱。预计2024年全球光伏新增装机503GW，同比增长 15%。节奏性上来看，以组件排产为锚点，考虑欧洲及我国组件库存压力叠加美国新关税制度，预计三季度组件排产环比回落，四季度排产受年底抢装而有一定支撑但支撑难言夯实，预计全年组件排产增速或仅为个位数。中信证券分析师华鹏伟此前指出，光伏价格触底，供给见顶，存量产能受技术迭代、成本差异、库存积累、财务压力等因素推动下，落后产能有望加速出清，行业供给格局重塑有望带动产业链迎来曙光。今年5月，中国光伏行业协会会议指出，加强对于低于成本价格销售恶性竞争的打击力度，鼓励行业兼并重组，畅通市场退出机制。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2446030576"}

港股异动 | 光伏股延续跌势 组件需求量持续走弱 机构预计全年组件排产增速或仅为个位数

精彩评论

港股异动 | 光伏股延续跌势组件需求量持续走弱机构预计全年组件排产增速或仅为个位数