智通财经APP获悉，高盛发布研报称，对国内需求前景更为谨慎，将2026-2030年中国太阳能装机预测平均下调35%，预计《分布式太阳能规范》/《市场化可再生能源价格改革政策》会使30%-40%的年度太阳能装机项目内部收益率累计降至最低投资门槛(8%)以下。该行将覆盖公司2025-2030年营收/净利润率预估平均下调29%/3个百分点，12个月目标股价调整幅度在-50%至+20%之间。关于美国关税，鉴于当前税率已足够高，非美国产能已无利润空间，因此进一步加征关税的负面影响有限。
该行将福莱特(601865.SH,06865)、信义光能(00968)评级从中性/买入/买入下调至卖出，将大全能源(688303.SH)ADR评级从买入下调至中性，将隆基绿能(601012.SH)评级上调至买入。维持对福斯特(603806.SH)、阳光电源(300274.SZ)的买入评级，维持对通威股份(600438.SH)、特变电工(600089.SH)、迈为股份(300751.SZ)的卖出评级。
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