2024年是中国光伏行业发展的分水岭。尽管全球光伏新增装机量预计达526GW,但产业链价格暴跌与产能过剩的“双杀”导致全行业亏损超600亿元,总负债突破3万亿元。数据显示,118家光伏上市公司前三季度营收同比下降16.85%,归母净利润暴跌88.01%,头部企业隆基、通威、TCL中环合计预亏超240亿元。然而,在行业整体“失血”的背景下,仍有企业实现盈利,表现亮眼,主要集中在逆变器、辅材及技术设备...
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