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全球需求蓬勃 台太阳能股发光2015-11-26 11:51·集邦新能源网台湾股市近期虽起伏不定,但太阳能类股受惠于全球需求暴涨,涨势明显。其中,股王硕禾涨幅最大,颇受各界期待。《联合新闻网》引述证券法人说法,指出硕禾受惠于中国市场的强劲装机潮,获利情形佳。整体太阳能族群也受惠于接连不断的订单,运营动能预计将旺至年底。硕禾的导电浆与母公司国硕的硅片事业在这段期间内可望推往高潮。其他人气股如中美晶、茂迪、新能源等也接连在八、九月之际扭亏,反映下游的需求以及产业链中、上游的价格成长趋势。太极、昱晶、新日光等公司在大笔订单的挹注下,财务也有显著成长。不过,《三立新闻网》访问财经专家朱志成,认为太阳能目前是“短线热络、长线略有隐忧”的状况,包含欧元汇率降低、各国酝酿调降补贴、部分系统商如 Vivint Solar出现财务问题等,长期来看,太阳能产业的发展可能仍会遇到不测风云。EnergyTrend预估全球太阳能需求将持续畅旺到明年农历年前,厂商在2016年第一季可望拥有交易热络的传统淡季。而后续市场状况如何,将与中欧、中美双反、贸易调查、各国补贴调整政策等有关。但2016年整体需求预计仍将比2015年成长10%以上,且中国、南美洲、印度的成长幅度较为可期。微信扫描二维码或者搜索微信号(energytrend)关注我们。

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高血压患者夏天很危险医生的8点建议一定要知道 好大夫在线 2020.7.10

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