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光伏概念股狂掀涨停潮 TOPCon电池领跑 上市公司跨界布局 股价年内翻倍
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今日,光伏概念股掀涨停潮,TOPCon继续活跃。明冠新材涨超14%,华西能源、金辰股份、江苏新能、帝尔激光、蓝光发展等十多只个股涨停。
消息面上,一方面,当地时间8月16日,美国总统拜登签署了总价值为7500亿美元(约合人民币50913亿元)的《2022年通胀削减法案》,令该立法正式生效。该立法的内容包括应对气候变化和扩大医疗保健覆盖范围等。
华西证券研报指出,该政策包括了对光伏产业链各环节的税收抵免。这将有助于降低美国光伏的终端价格,刺激需求释放,对美国光伏产业的发展产生积极影响。预计法案实施将刺激美国光伏行业进入爆发期,而国内出口美国光伏组件的供应商有望因美国内需扩大而受益,未来业绩值得期待。
另一方面,今年国内高温天气频发,水偏枯,对发电造成影响,目前电力大省四川已发文称电力告急,部分企业停工,让电于民。
中信证券认为,水电出力受汛期来水极度偏枯冲击严重以及高温天气带来的需求负荷扰动,使得四川省内在汛期出现罕见的大范围限电情况。考虑到西南地区整体来水偏枯以及水电西电东送电量规模庞大,缺电问题可能在水电大省及沿海地区蔓延。极端天气频发引起的水电出力波动也使得能源向清洁化转型刻不容缓,风光装机持续高增可期。
上市公司跨界布局TOPCon电池
光伏赛道的高景气也吸引了其他行业的公司入局。沐邦高科今年先是通过收购毫安能源入局光伏硅片赛道,最近又开始投资TOPCon电池。
据悉,沐邦高科原名为邦宝益智,有“中国版乐高”之称,此前业务主要包括益智玩具、教育、医疗器械三大模块。
昨日,沐邦高科与鄂城区人民政府签订了《战略合作框架协议》,在鄂城区人民政府园区内安排项目用地约500亩,建设10GW |
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