1月31日,光伏等新能源赛道拉升,钙钛矿电池方向领涨,催化上,综合多家分析师及业内人士观点,大家普遍认为今年光伏最大的机会可能在新技术。 中金认为,随着海外传统能源价格的高位回落,以及国内光伏电站配储要求的提升,光伏提效降本诉求在未来几年将比过去两年更为迫切,从而围绕光伏产业链提效降本新技术的投资主题也有望更加受到持续关注。 天风证券认为,新产品和新技术所带来的渗透率提升&盈利从阶段性底部反弹或是...
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