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New Energy 2024-10-26T12:00 財經茄呢啡 國務院總理李強要求做好能源保供工作,並要進一步釋放光伏等新能源發展潛力,帶挈光伏股再次急漲,信義光能及協鑫科技分別炒高近2成。港股回勇,一度漲近300點,最終收市升100點報20590點,成交1612億元。今星期恆指累跌213點,連跌三周,累積回軟多達2146點。
New Energy 2024-10-24T09:55 財經茄呢啡 根據山西證券的報導,美國商務部這次審查變更,主要針對的是部分非主流產品,但這意味著美國對中國光伏組件_products的閱政策出現鬆動,是中美關係緩和的徵兆。
New Energy 2024-10-24T09:55 財經茄呢啡 美國商務部在早前啟動變更情況審查,考慮是否部分撤銷對中國晶體矽光伏電池的反傾化稅和反補貼稅。這項變更涉及到某些小型、低瓦數、離網晶矽光伏(CSPV)電池,以及由晶體矽光伏電池組成的組件、層壓板和面板等。
New Energy 2024-10-23T11:47 財經茄呢啡 該股為新能源汽車,鋰電池,有色金屬概念熱股,當日新能源汽車概念上升1.67%,鋰電池概念上升1.64%,有色金屬概念上升1.49%。
New Energy 2024-10-23T11:46 財經茄呢啡 大型科技股漲跌各異,美團漲約2%,快手、小米、騰訊飄紅,百度跌近3%,阿里巴巴、京東、網易微幅下挫;9月以來乳業政策支撐力度加大,Q3各乳業基本面有望出現改善,乳業股全天強勢,龍頭中國飛鶴漲近6%領銜,嬰童用品、三胎概念股普遍走勢活躍;機構指光伏組件交付高峰將至,光伏股午後拉升,風電股、重型機械股、海運股、餐飲股、汽車股、燃氣股多數上揚。
New Energy 2024-10-23T11:46 財經茄呢啡 光伏股早盤集體上漲,協鑫科技上漲5%,報1.26港元;彩虹新能源上漲4.75%,報3.75港元;新特能源上漲4.65%,報8.10港元;信義光能上漲4.14%,報3.52港元;福萊特玻璃上漲2.09%,報11.72港元。
New Energy 2024-10-22T11:57 財經茄呢啡 該股為新能源車零部件,新能源汽車,汽車零部件概念熱股,當日新能源車零部件概念上升2.11%,新能源汽車概念上升1.85%,汽車零部件概念上升1.45%。
New Energy 2024-10-22T11:57 財經茄呢啡 光伏股表現活躍。截至收盤,福萊特玻璃漲4.53%,報11.08港元;信義光能漲3.45%,報3.3港元;協鑫科技漲1.75%,報1.16港元;新特能源漲1.49%,報7.51港元。
New Energy 2024-10-22T11:57 財經茄呢啡 海達光能主營業務為光伏組件玻璃、光伏建築一體化用玻璃及其它特種玻璃的研發、生產及銷售。公司光伏玻璃產品的重要消費群體是晶硅太陽能電池組件廠商,包括天合光能、晶科能源、晶澳科技、SUNPOWER(美股上市公司)、中節能等知名光伏組件企業。公司生產的 BIPV 產品重要客戶包括GAF(北美最大的商業和民用建築屋面生產企業之一)以及東方日升等新能源應用或開發企業。
New Energy 2024-10-19T11:51 財經茄呢啡 建築材料、軟件、核電、互聯網信貸等板塊走強;半導體、石油、內房股、租售同權、CXO概念、中資券商股、新能源汽車股、內銀股、醫藥、汽車零部件等板塊跌幅居前。內房股大幅回落,融信中國跌超29%,融創中國跌超27%,富力地產跌超22%,佳兆業集團跌超20%,遠洋集團、萬科企業跌超17%。中資券商股震蕩走低,弘業期貨跌超6%,中泰期貨跌5%,第一上海、中信證券、光大證券跌超4%。
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