炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ ①华泰证券：光伏玻璃“反内卷”急迫性较强，龙头企业有望带头减产华泰证券研报表示，当前价格下光伏玻璃可能面临全行业亏损，而2025年下半年需求缩量和高库存将进一步增大价格压力，因此“反内卷”的迫切性较强。梳理测算光伏玻璃供给端可能的增量与减量，相较2018年底部周期，实现再平衡或需要更长时间，源于潜在增量或压制光伏玻璃价格中枢...
Source Link炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ ①华泰证券：光伏玻璃“反内卷”急迫性较强，龙头企业有望带头减产华泰证券研报表示，当前价格下光伏玻璃可能面临全行业亏损，而2025年下半年需求缩量和高库存将进一步增大价格压力，因此“反内卷”的迫切性较强。梳理测算光伏玻璃供给端可能的增量与减量，相较2018年底部周期，实现再平衡或需要更长时间，源于潜在增量或压制光伏玻璃价格中枢...
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