智通财经APP获悉，金阳新能源(01121)最高涨近6%，截至发稿，涨5.88%，报1.8港元。
中金发布研报称，春节结束后抢装潮带来产业链价格的明显反弹，当前虽然排产仍居高位，但工商业光伏以及市场化交易新老划断节点临近，部分环节出现一定抢出货的现象，叠加丰水期逐渐临近，市场上逐渐出现价格下行的预期，多晶硅期货近段时间以来下行趋势明显。在后续机制电价尚未明确的情况下，地面电站IRR测算尚不明朗，需求可能出现阶段性的放缓。但待后续各省政策明确、丰水期后企业策略明晰、年终相对淡季过去之后，行业及市场的预期有望再度好转。
长城证券指出，平价上网与能源转型仍为全球各地光储装机的需求底色，供给侧方面，当下光伏产业链的内卷已导致老产能的亏损与新项目的拖延搁置，行业部分环节出现的非理性竞争与政策端的积极引导正加快产能出清，每一轮需求拉动的排产提升都是验证周期演变的重要节点，逆变器由于其更高的竞争壁垒而有望率先重回成长，新的供需平衡点代表更优的格局与更大的市场空间，即优秀光储企业的赔率。
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