光伏行业点评:中央财经委员会会议最新定调 光伏有望迎来供给侧改革新机遇

申万宏源研究
04 Jul

本期投资提示:近日光伏板块反内卷呼声日益高涨,板块有望迎来政策催化。6 月29 日,人民日报金社平点名光伏行业内卷严重; 7 月1 日,中央财经委员会第六次会议强调治理低价无序竞争,引导企业提升产品品质,推动落后产能有序退出,精准针对光伏行业价格暴跌和恶意低价竞争的局面。2024 年10 月以来的光伏反内卷和行业自律进展效果一般,此次人民日报直接点名光伏内卷和高层会议的召开有望推动光伏行业落实...

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