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New Energy 2021-07-28 12:05 財經茄呢啡 大全能源本次上市發行股票3億股,預料募集資產總額64.47億元,重要用於建設3.5萬噸光伏級多晶矽、1千噸電子級多晶矽以及補充流動資產。
New Energy 2021-07-28 12:05 財經茄呢啡 隨著科研及規模經濟令成本回落,內地業界預料,未來數年可望在全國范圍實現光伏發電平價上網;而且今年即將實施太陽能補貼減半,證明產業已能「戒奶」擺脫補助期,進入自給自足的自由市場狀態。基金經理紛紛睇好光伏產業,甚至相信前景比電動車更樂觀,而市場的實況亦是如此:光是這兩個月以來的新政策好消息,已經令香港上市的信義光能、協鑫新能源等一系列光伏、太陽能股,股價累計錄得雙位數升幅,前景欣欣向榮。
New Energy 2021-07-27 11:58 財經茄呢啡 從當前A股的估值水平來看,如今市淨率處於歷史均值附近,並不存在明顯泡沫,且現階段貨幣政策較為穩健,不存在單邊趨緊預料,系統性向下風險並不大。考慮到三季度上市公司業績仍有一定韌性,因而我們保持震蕩市的判斷,市場結構性機會仍存。投資者可關注政策著力支撐自主可控與國產替代的「硬科技」領域,如半導體、軍工行業,以及碳達峰碳中和目標下綠色低碳板塊的機會,如光伏、儲能、新能車等行業。
New Energy 2021-07-27 11:58 財經茄呢啡 新能源股今早表現突出,追蹤內地A股上市光伏企業的南方太陽能ETF再創新高,一度揚3.5%,高見10.54元,現造10.37元,仍升1.9%,成交金額251萬元。
New Energy 2021-07-24 12:50 財經茄呢啡 中國中冶H股收漲14.35%,A股漲停。中國中冶此前一季度報告稱,公司上半年新簽合同6151億,同比增加32%,比2019年同期增加61%。對此,國泰君安證券近日發表研報指出,中冶屋頂分散式光伏等新能源業績被市場所忽視,單是近年簽單達32個項目,加上鎳鈷礦產資源估值有待重估,保持中冶A股『賣入』評級,目標價4.41元不變。
New Energy 2021-07-21 12:12 財經茄呢啡 當前正值公募基金二季報的密集披露期,頂流基金經理的持倉變化或能令新能源股票走勢取得一些支持。證券時報今天報導稱,廣發基金的劉格菘管理的一只基金下,光伏行業龍頭隆基股權成為頭號重倉股;中國證券報也相信新能源、半導體等成為多位基金經理的「新寵」。
New Energy 2021-07-21 12:12 財經茄呢啡 光伏行業長線受惠於國家環保能源發展趨勢,隨著光伏發電穩步發展,產業鏈優化升級,在平價上網、碳中和國策支撐下,光伏有望逐步擴大發電量占比,攀升至中國的第一大電源。福萊特玻璃積極集資、銳意擴產,是抓緊行業提升利好的穩健而有效辦法,業績高速提升的確定性較高,雖然股價處於歷史高位,但估值方面並不貴,價錢具買進並中長線持有的吸引力。
New Energy 2021-07-20 12:06 財經茄呢啡 資產從科技板塊轉入獲國策支撐的5G概念股和光伏股,中國移動揚0.8%;中國電信抽升6%;中聯通走高1.2%;中興通訊升4.7%。信義光能升1.8%,為表現最好藍籌。
New Energy 2021-07-19 12:29 財經茄呢啡 將在試點基礎上於今年7月擇時開啟發電行業全國碳排放權交易市場上線交易,下一步將穩步擴大行業覆蓋范圍,以市場機制控制和消減溫室氣體排放。一眾可再生能源股權近期表現不俗,宜繼續關注風電龍頭龍源電力、大唐新能源,以及光伏發電場信義能源。此外,華潤電力持續增加可再生能源的占比,而且股息率高,估值偏低,為中線之選。
New Energy 2021-07-17 11:44 財經茄呢啡 熱門中概股周五收盤多數走低,新能源汽車股沒有明確上落方向;騰訊音樂跌超5%,摩根士丹利此前將騰訊音樂評級降低至平配,目標價14美元。
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