金吾财讯 | 国元国际表示，近期光伏行业关于行业自律和供给侧改革加码的高层会议密集，市场再度憧憬供给侧改革加快产能出清并期待光伏产业链困境反转。但在需求疲弱的形势下，行业能否出现真正转机，主要取决于供给侧出清的力度。基于目前产能过剩和库存高企的程度，预计产能出清还是需要一段时间，需密切关注行业供需变化，价格动态。从中长期来看，多晶硅行业相对集中度高，整合难度偏小，价格反弹反应快，头部厂家将成为产能出清后的受益者，建议关注协鑫科技(03800)和新特能源(01799)。
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