【化工视点】你问我答:光伏玻璃行业又将迎来减产潮

国投期货
Yesterday

1. 近期行业有新闻称,多数光伏玻璃企业计划7月开始减产,从时间节点来看,当前是否到了行业要减产的时刻?答:2025 年光伏行业迎来两大政策,430新政和 531 新政。受此政策影响,企业为锁定高电价收益,出现了抢装潮现象,带动光伏组件消费,光伏玻璃基本面也得到明显改善,行业持续去库,价格也出现明显抬升。堵窑的光伏玻璃产线陆续恢复生产,加上新增的投产线,目前行业日熔由年初的8.37万吨增至高位时...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10