里昂发表研究报告,认为近期太阳能股票的势头来自供应方面政策的一些积极信号,包括中央财经委员会强调依法治理企业低价无序竞争,指导企业提升产品质量,推动有序退出落后产能;规范政府采购和招标。上海有色金属市场报告也称,部分国内太阳能玻璃生产商计划自2025年7月起减产30%。 里昂表示,对太阳能行业的看法保持不变。对太阳能需求持谨慎态度,供给端仍在等待更多催化剂或供给侧政策以助行业复苏。该行预期将有关能源消耗控制、转换效率及产量配额的关键措施会适度放松。在太阳能行业中,里昂相信多晶硅材料领军者协鑫科技及太阳能玻璃龙头信义光能、福莱特玻璃将成为供给侧政策的主要受益者,因为行业整合度较高且成本曲线更陡峭。
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