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CMChai100
CMChai100
·
09-04
0
港股异动 | 光伏太阳能股冲高,凯盛新能涨超7%
9月4日,港股光伏$太阳能(000591)$股盘初冲高,$凯盛新能(01108)$涨超7%,$福莱特玻璃(06865)$、$协鑫科技(03800)$涨超5%,$信义光能(00968)$涨超3%。
港股异动 | 光伏太阳能股冲高,凯盛新能涨超7%
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CMChai100
CMChai100
·
2023-04-19
Okokok! Will try my very best to keep
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CMChai100
CMChai100
·
2023-04-18
Very good point about the tiger apps
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CMChai100
CMChai100
·
2023-04-15
good good good food yes pkay
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CMChai100
CMChai100
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2023-01-10
Good game
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CMChai100
CMChai100
·
2023-01-04
Very cool and cool
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CMChai100
CMChai100
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2023-01-01
I am going to be in
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CMChai100
CMChai100
·
2022-12-31
Very good
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CMChai100
CMChai100
·
2022-12-28
I onow already
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CMChai100
CMChai100
·
2022-12-20
good
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justify;\">开源证券近日发布研报称,自7月以来相关会议密集召开,8月19日由工信部等六部门联合召开光伏产业座谈会,明确规范行业竞争秩序,强化反内卷决心。当前市场方面已出现积极信号,在多晶硅环节,硅料收储方案与行业自律同步推进,7月以来成交价持续回暖,9月1日多晶硅报价进一步上调,棒状硅升至55元/千克,颗粒硅报价49元/千克。8月25日华润3GW组件集采项目中标候选人投标价均突破0.7元/瓦,高于当前主流水平。</p></body></html>","collect":0,"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 | 光伏太阳能股冲高,凯盛新能涨超7%</title>\n<style 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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 | 光伏太阳能股冲高,凯盛新能涨超7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-09-04 09:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月4日,港股光伏<a href=\"https://laohu8.com/S/000591\">太阳能</a>股盘初冲高,<a href=\"https://laohu8.com/S/01108\">凯盛新能</a>涨超7%,<a href=\"https://laohu8.com/S/06865\">福莱特玻璃</a>、<a href=\"https://laohu8.com/S/03800\">协鑫科技</a>涨超5%,<a href=\"https://laohu8.com/S/00968\">信义光能</a>涨超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f8c84b468975de9c6ee7dbc8716852a\" title=\"\" tg-width=\"909\" tg-height=\"568\"/></p><p>消息面上,据太阳能、金开新能公告,近期多家新能源发电运营商集中收到可再生能源补贴资金,太阳能下属光伏项目公司1-8月收到补贴资金同增232%,达24年全年金额的170%;金开新能1-8月收到补贴资金同增342%、达24年全年金额的190%。分析指出,在风光项目收益率同时受到收入端市场化交易、成本端反内卷涨价的夹击而导致收益率承压的背景下,“集中发放历史拖欠补贴”是能够立竿见影地刺激开发商投资积极性的潜在政策手段,也有望对26年国内光伏需求形成一定支撑。</p><p style=\"text-align: justify;\">开源证券近日发布研报称,自7月以来相关会议密集召开,8月19日由工信部等六部门联合召开光伏产业座谈会,明确规范行业竞争秩序,强化反内卷决心。当前市场方面已出现积极信号,在多晶硅环节,硅料收储方案与行业自律同步推进,7月以来成交价持续回暖,9月1日多晶硅报价进一步上调,棒状硅升至55元/千克,颗粒硅报价49元/千克。8月25日华润3GW组件集采项目中标候选人投标价均突破0.7元/瓦,高于当前主流水平。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/096e374818f94a1d385200d65a9cc2aa","relate_stocks":{"BK0102":"重组","BK1594":"碳中和概念股","BK1105":"建筑产品","BK0271":"能源供应","BK0082":"国资改革","BK1554":"光伏太阳能股","BK0010":"央企","BK0235":"非金矿物","BK0164":"国企混改","01108":"凯盛新能","BK4614":"Manus概念股","BK0054":"太阳能发电","BK0132":"高送转概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140365782","content_text":"9月4日,港股光伏太阳能股盘初冲高,凯盛新能涨超7%,福莱特玻璃、协鑫科技涨超5%,信义光能涨超3%。消息面上,据太阳能、金开新能公告,近期多家新能源发电运营商集中收到可再生能源补贴资金,太阳能下属光伏项目公司1-8月收到补贴资金同增232%,达24年全年金额的170%;金开新能1-8月收到补贴资金同增342%、达24年全年金额的190%。分析指出,在风光项目收益率同时受到收入端市场化交易、成本端反内卷涨价的夹击而导致收益率承压的背景下,“集中发放历史拖欠补贴”是能够立竿见影地刺激开发商投资积极性的潜在政策手段,也有望对26年国内光伏需求形成一定支撑。开源证券近日发布研报称,自7月以来相关会议密集召开,8月19日由工信部等六部门联合召开光伏产业座谈会,明确规范行业竞争秩序,强化反内卷决心。当前市场方面已出现积极信号,在多晶硅环节,硅料收储方案与行业自律同步推进,7月以来成交价持续回暖,9月1日多晶硅报价进一步上调,棒状硅升至55元/千克,颗粒硅报价49元/千克。8月25日华润3GW组件集采项目中标候选人投标价均突破0.7元/瓦,高于当前主流水平。","news_type":1,"symbols_score_info":{"01108":1.1}},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944279209,"gmtCreate":1681892635601,"gmtModify":1681892639779,"author":{"id":"3577327897505026","authorId":"3577327897505026","name":"CMChai100","avatar":"https://static.tigerbbs.com/b87825ca6f540c3da0cd40e2b277a88d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577327897505026","idStr":"3577327897505026"},"themes":[],"htmlText":"Okokok! 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