从价格战到价值战:解码钧达股份N型技术跃迁与全球化产能的戴维斯双击

格隆汇
30 Apr

通过政策引导、技术迭代和产能出清加速调整,光伏行业正逐步企稳,众多机构认为产业链变化已经释放出了触底信号。$钧达股份(HK|02865)$钧达股份华安证券研报指出,2025年是光伏周期触底之时,预计2025年H1进入修复通道;中信证券则认为,随着需求端的逐步复苏和供给侧通过行政约束、自律限产等手段的优化,行业将迎来基本面修复;光大证券也表达了类似观点,2025年光伏行业的需求有望好转,落后产能持续...

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