智通财经APP获悉，里昂发布研报称，市场传言中国政府正在考虑对太阳能(特别是多晶硅)实施供给侧政策;以及行业联盟计划将多晶硅价格提升至每公斤45至50元人民币的范围。该行继续相信，多晶硅领军企业(协鑫科技(03800)和通威股份(600438.SH))以及太阳能玻璃领军企业(福莱特玻璃(06865)和信义光能(00968))应是太阳能供给侧改革的关键受益者，这些企业将因更高的行业整合度和更陡峭的成本曲线而获益。
里昂重申，与此前的煤炭和钢铁供给侧改革不同，考虑到太阳能行业的主要参与者为非国有企业，中国政府可能会推出相对温和的供给侧改革，而非采取行政性的产能削减。里昂认为潜在政策不会将供需动态精确调整至1:1，但会带来边际改善。
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