新疆产业链白皮书-光伏篇:战略引领 产业腾飞

申万宏源研究
16 Jun

本期投资提示:新疆光伏具备资源、土地、政策三重禀赋,区域产业链加速成型。新疆凭借全国领先的太阳能辐照强度、广袤连片的荒漠土地以及"沙戈荒"基地等政策支持,已形成从原材料到组件制造的完整光伏产业链雏形,具备向高效能、全链条光伏产业生态转型的潜力。当前处于上游过剩出清期,建议布局中下游高效率制造环节。尽管短期内工业硅、多晶硅等上游领域面临产能过剩与价格压力,但中游组件、电池片环节呈现加速建设趋势,具有...

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