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GCL New Energy Holdings Limited 2021-11-12T15:36 財經茄呢啡 港股光伏太陽能股沖高,保利協鑫能源漲超10%,協鑫新能源漲近5%,北控清潔能源集團、福萊特玻璃漲超3%,信義能源、水發興業能源漲超2%。
GCL New Energy Holdings Limited 2021-11-12T15:36 財經茄呢啡 瑞信發報告稱,保利協鑫近日大幅調整,可能是由於獲利回吐和此前光伏股龍頭隆基部份產品遭美國扣關的消息,然而,該行認為多晶硅的強勁基本面維持不變,並認為這次回調為協鑫創造了一個具有吸引力的買進點,且估值不高,予跑贏大市評級,目標價為4港元。
GCL New Energy Holdings Limited 2021-11-05T15:19 財經茄呢啡 光伏太陽能板塊走低,保利協鑫能源跌近15%,信義光能跌超7%,信義能源跌近6%,福萊特玻璃跌超5%。
GCL New Energy Holdings Limited 2021-11-05T15:19 財經茄呢啡 瑞信發表報告稱,保利協鑫過去兩天股價調整24%,可能是由於獲利回吐和關於光伏股龍頭隆基部份產品遭扣關的消息影響市場心理。該行認為,多晶硅的強勁基本面維持不變,並認為這次回調為保利協鑫創造了一個具有吸引力的買進點,加上估值不高,予「跑贏大市」評級,目標價4港元。
GCL New Energy Holdings Limited 2021-11-05T15:19 財經茄呢啡 大市氣氛不振另一個原因,是炒作一輪太陽能股急調。內地太陽能龍頭企業隆基的產品,被指遭美國海關和邊境保護局扣留,連帶信義光能插7%,收報14.24元,為表現最差藍籌;旗下信義能源亦插6%,收報4.1元。另外,福萊特玻璃挫5%,收報36.85元;保利協鑫再瀉15%,收報2.73元;新特能源則跌3%,收報20.05元。
GCL New Energy Holdings Limited 2021-11-05T15:19 財經茄呢啡 拜登政府為制裁中國迫害新疆少數民族人權、強迫維吾爾族等穆斯林勞動,今年6月24日宣布禁止進口部分在新疆生產的多晶矽太陽能產品,5家新疆企業被列入美國出口黑名單,包括合盛矽業、新疆大全新能源、新疆東方希望有色金屬、新疆協鑫新能源材料科技、新疆生產建設兵團。
GCL New Energy Holdings Limited 2021-09-17T14:49 財經茄呢啡 協鑫集團主營業務涉及環保電力、集成電路核心材料與特氣、太陽能新技術應用與制造、天然氣、能源互聯網與大數據、移動能源充換電、儲能技術與應用以及氫能等產業領域,擁有保利協鑫、協鑫集成、協鑫新能源、協鑫能科等多家上市公司。
GCL New Energy Holdings Limited 2021-08-20T15:09 財經茄呢啡 美國六月宣布禁止進口部分在新疆生產的多晶矽太陽能產品,美國商務部也將五家新疆企業列入黑名單,包括合盛矽業、新疆大全新能源、新疆東方希望有色金屬、新疆協鑫新能源材料科技、新疆生產建設兵團。
GCL New Energy Holdings Limited 2021-08-20T15:09 財經茄呢啡 協鑫能科8月18日晚間披露半年報,公司2021年半年度實現營業收入60.74億元,同比提升14.09%;淨盈利4.98億元,同比提升42.14%;基本每股回報0.37元。上半年,公司投建的有關風力發電項目陸續並網轉入運營,且上半年收購呂梁北方電力雲頂山新能源有限公司,公司裝機規模及運營電廠營業收入等各項經營業績指標均同比有所上揚。
GCL New Energy Holdings Limited 2021-08-06T15:03 財經茄呢啡 協鑫新能源是協鑫(集團)控股公司旗下(下稱「協鑫集團」)旗下以太陽能發電為主,集開發、建設、運營於一體的新能源企業。作為國內領先的光伏發電企業之一,其擁有從投資、開發、建設到經營的完整產業鏈,從2018年起,協鑫新能源開始重點推行「開發轉讓、建成賣出、服務輸出」輕資金經營模式,透過出讓光伏項目的控股份,有幫帶動協鑫新能源實現輕資金經營。
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