港股异动 | 信义光能(00968)早盘涨超5% 光伏装机超预期 Q2起光伏玻璃或再现产能短板
信义光能(00968)早盘涨超5%，截至发稿，涨4.03%，报6.19港元，成交额1.45亿港元。
消息面上，3月25日，国家能源局发布1-2月份全国电力工业统计数据。截至2月底，全国累计发电装机容量约29.7亿千瓦，同比增长14.7%。2024年1-2月，光伏新增装机规模为3672万千瓦，同比增长80%。
中泰证券指出，后续借鉴全球光伏市场化发展，预计消纳红线会逐步松绑，光伏需求空间大幅打开，光伏有望迎来新一轮上行周期。此外，随着下游组件排产增幅超预期，2024Q1光伏玻璃库存快速去化，中信证券测算24Q2起光伏玻璃或再现产能短板，供需格局将明显趋紧，价格或迎上涨周期。
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