港股异动 | 光伏股延续跌势 美国恢复对东南亚产光伏产品征收关税 多家东南亚光伏厂商停产
光伏股延续跌势，截至发稿，福莱特玻璃(06865)跌3.42%，报14.7港元；信义光能(00968)跌2.97%，报4.57港元；福耀玻璃(03606)跌0.99%，报44.85港元；新特能源(01799)跌0.33%，报9.03港元。
消息面上，东南亚光伏厂商深陷停产风波。隆基绿能、天合光能、阿特斯针对停产传闻作出最新回应。业内专家认为，借道东南亚出口美国受阻，且东南亚光伏产能成本昂贵，停产观望或是合理选择。据悉，5月中旬，美国恢复对东南亚四国太阳能产品征收关税。
据科创板日报报道，SEMI中国光伏标准委员会联合秘书长吕锦标指出：“这是直接对东南亚产光伏产品的‘双反’，无论是否全产业链在东南亚，只要是电池或组件，都是限制范围。申请书上的倾销幅度超过100%，裁定后税率将会很高，没办法出口美国。”
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