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港股异动 | 部分光伏股早盘走高 9月光伏产业链价格持续走高 上游价格涨幅高于下游
Zhi Tong Cai Jing·2025-10-09 02:48

Core Viewpoint - The solar energy sector is experiencing a price increase across the supply chain, with specific stocks showing significant gains in early trading. Group 1: Stock Performance - New Energy (01799) rose by 7.07%, reaching HKD 9.24 [1] - Flat Glass (06865) increased by 5.56%, reaching HKD 12.52 [1] - GCL-Poly Energy (03800) saw a rise of 3.73%, reaching HKD 1.39 [1] - Xinyi Solar (00968) gained 3.22%, reaching HKD 3.85 [1] Group 2: Price Trends - Since September, prices in the photovoltaic supply chain have been on the rise [1] - Multi-crystalline silicon, silicon wafers, cells, and photovoltaic module prices have all increased, with upstream prices rising more than downstream [1] - Photovoltaic glass prices are recovering due to production cuts by leading companies, reduced industry inventory, and a contraction in supply [1] Group 3: Market Outlook - The overall market is weak following a previous rush for installations, with centralized projects driving installation demand [1] - The stability of terminal module prices and the impact of anti-competitive measures are expected to lead to a stabilization of prices in the photovoltaic supply chain [1]