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New Energy 2024-12-25T11:58 財經茄呢啡 12月24日,北汽藍谷新能源科技股權有限公司(北汽藍谷,600733)公布子公司增資擴股發展公告稱,子公司北京新能源汽車股權有限公司(下稱「北汽新能源」)引入北京國有資本運營管理有限公司、北京市基礎設施投資有限公司、寧波梅山保稅港區問鼎投資有限公司、北京小馬易行科技有限公司等11家戰略投資者並簽署了《增資協議》,合計取得增資81.5億元。
New Energy 2024-12-25T11:58 財經茄呢啡 12月24日晚間,北汽藍谷公告稱,子公司北京新能源汽車股權有限公司(以下簡稱北汽新能源)完成增資擴股,合計取得81.5億元增資,並且引入了寧德時代、小馬智行旗下公司作為戰略投資者。
New Energy 2024-12-25T11:57 財經茄呢啡 智通財經APP獲悉,周二,中概光伏板塊走高,截至發稿,大全新能源(DQ.US)漲超10%,晶科能源(JKS.US)漲超3.7%,阿特斯太陽能(CSIQ.US)漲0.94%。消息面上,拜登政府的高級官員正在考慮免除墨西哥對進口太陽能設備的關稅,不過尚未作出最後決定。這一決定可能會令一家中資控股的光伏企業受益。
New Energy 2024-12-07T11:49 財經茄呢啡 該股為新能源車零部件,新能源汽車概念熱股,當日新能源車零部件概念上揚2.29%,新能源汽車概念上揚1.79%。
New Energy 2024-12-07T11:49 財經茄呢啡 該股為風電,新能源汽車,汽車零部件概念熱股,當日風電概念上揚0.71%,新能源汽車概念上揚0.24%。
New Energy 2024-12-07T11:47 財經茄呢啡 光伏股、風電股、電力設備股等有關概念板塊普遍回調。上海電氣跌5.54%,金風科技跌4.32%,協鑫科技跌4.79%。
New Energy 2024-12-07T11:47 財經茄呢啡 光伏板塊作為周期和成長雙屬性疊加的行業,股票具備較高的貝塔值。如今行業處於產能出清過程中,光伏指數PB估值處於歷史低位水平。保持行業強於大市投資評級。建議市場聚焦虧損力度較大、產能出清預計明確的主輔材領域,關注多晶硅料、光伏玻璃、一體化組件廠和光伏膠膜龍頭企業。
New Energy 2024-12-02T11:49 財經茄呢啡 光伏概念股盤初走低,金剛光伏跌超5%,歐晶科技、弘元綠能、金博股權、東方日升跟跌。消息面上,美國商務部當地時間11月29日初步裁定,從東南亞的太陽能進口以低於其生產成本的價錢在美國不公平地銷售,並提議對此征收高達271%的關稅。
New Energy 2024-11-30T11:46 財經茄呢啡 11月26日|光伏股全線回軟,特朗普重新讓投資者感到苦惱。ARRAY、SUNRUN、阿特斯太陽能ADR跌超4%,ENPHASE ENERGY、晶科能源ADR、SOLAREDGE至少跌超3.3%,ETF TAN跌約1.2%。
New Energy 2024-11-30T11:46 財經茄呢啡 光伏、電氣設備等概念股普遍上升。成分股中,福萊特玻璃漲8.45%,協鑫科技漲3.57%,信義光能漲4.56%,金風科技漲4.98%,東北電氣漲5.26%。
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