里昂发表研究报告指，今年第二季太阳能行业投资情绪低迷，光伏产品平均售价回落，相信是市场预期下半年需求疲弱以及潜在供给侧改革进展较慢所致。里昂指，当局表明反对行业内普遍存在的内卷式无序竞争，相信是正面信号，目前对光伏需求仍持有审慎看法，仍在等待供给端会有更多催化剂或政策推动行业复苏。
里昂预期，当局之后推出的政策将涉及能耗管控、转换效率及产量配额等关键领域。行业中，预期协鑫科技(03800.HK) 、信义光能(00968.HK) 及福莱特玻璃(06865.HK) 将成为潜在受惠者，均予“跑赢大市”评级。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-03 12:25。)
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